+228.3%
B vs ENTG
+1,131.8%
-903.5%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.6% | -2.0% | +0.3% |
| 7D | +9.6% | -17.1% | +26.7% | +11.2% |
| 30D | +3.5% | -23.0% | +26.5% | +5.6% |
| 3M | -1.6% | -10.2% | +8.6% | -1.1% |
| 6M | -1.7% | -17.8% | +16.1% | -1.0% |
| YTD | -5.3% | +52.4% | -57.7% | -9.6% |
| 1Y | +27.2% | +49.8% | -22.6% | +21.5% |
| 3Y | +166.1% | +42.1% | +124.0% | +151.2% |
| 5Y | +136.5% | -10.2% | +146.7% | +126.3% |
| 10Y | +172.2% | +756.0% | -583.8% | +117.4% |
| All | +228.3% | +1,131.8% | -903.5% | +132.1% |
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