+242.2%
B vs ENTG
+1,248.1%
-1,005.9%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +9.4% | -5.2% | +3.4% |
| 7D | +11.3% | -7.6% | +18.9% | +11.9% |
| 30D | +2.9% | -15.5% | +18.4% | +4.2% |
| 3M | -2.9% | -7.8% | +5.0% | -2.6% |
| 6M | -1.2% | -5.9% | +4.7% | -1.7% |
| YTD | -1.3% | +66.7% | -68.1% | -6.6% |
| 1Y | +30.4% | +62.1% | -31.7% | +23.6% |
| 3Y | +195.3% | +56.3% | +139.0% | +176.4% |
| 5Y | +146.2% | -3.8% | +150.0% | +134.1% |
| 10Y | +200.5% | +770.1% | -569.6% | +139.3% |
| All | +242.2% | +1,248.1% | -1,005.9% | +139.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling