+668.0%
BE vs ENTG
+309.4%
+358.6%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -3.8% | -1.1% | -2.4% |
| 7D | +10.8% | +15.2% | -4.4% | +1.4% |
| 30D | -19.8% | -3.6% | -16.1% | -17.2% |
| 3M | -18.7% | -10.0% | -8.8% | -12.2% |
| 6M | -33.7% | +1.8% | -35.5% | -33.1% |
| YTD | +121.0% | +75.5% | +45.5% | +60.8% |
| 1Y | +85.4% | +82.4% | +3.0% | +32.0% |
| 3Y | +1,709.5% | +58.5% | +1,651.0% | +1,173.2% |
| 5Y | +462.2% | +0.4% | +461.8% | +396.3% |
| All | +668.0% | +309.4% | +358.6% | +265.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling