-31.3%
BABA vs ENTG
+15.6%
-46.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +6.2% | -4.9% | -0.5% |
| 7D | -4.8% | +2.8% | -7.6% | -5.6% |
| 30D | -11.9% | -4.7% | -7.2% | -11.5% |
| 3M | -9.3% | -0.7% | -8.5% | -13.1% |
| 6M | -14.2% | +7.7% | -22.0% | -21.2% |
| YTD | -22.0% | +65.1% | -87.1% | -38.8% |
| 1Y | -12.7% | +74.8% | -87.5% | -33.7% |
| 3Y | +26.7% | +36.9% | -10.2% | -2.8% |
| All | -31.3% | +15.6% | -46.9% | -43.6% |
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