+138.0%
B vs ENTG
-10.4%
+148.4%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.6% | -2.0% | +0.2% |
| 7D | +9.6% | -17.1% | +26.7% | +12.5% |
| 30D | +3.5% | -23.0% | +26.5% | +7.2% |
| 3M | -1.6% | -10.2% | +8.6% | -0.8% |
| 6M | -1.7% | -17.8% | +16.1% | -1.0% |
| YTD | -5.3% | +52.4% | -57.7% | -12.5% |
| 1Y | +27.2% | +49.8% | -22.6% | +17.5% |
| 3Y | +166.1% | +42.1% | +124.0% | +142.2% |
| All | +138.0% | -10.4% | +148.4% | +105.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ENTG.
Daily Out/Under-Performance
Portfolio return minus ENTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENTG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded ENTG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling