+220.1%
C vs ENTG
+810.6%
-590.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +9.4% | -7.0% | -0.4% |
| 7D | -0.9% | -7.6% | +6.7% | +1.1% |
| 30D | -5.4% | -15.5% | +10.1% | -1.6% |
| 3M | -9.2% | -7.8% | -1.3% | -8.9% |
| 6M | -1.8% | -5.9% | +4.1% | -5.3% |
| YTD | +6.7% | +66.7% | -60.1% | -16.6% |
| 1Y | +23.5% | +62.1% | -38.6% | -3.0% |
| 3Y | +219.8% | +56.3% | +163.5% | +136.0% |
| 5Y | +112.4% | -3.8% | +116.2% | +74.5% |
| 10Y | +220.1% | +770.1% | -550.0% | +15.7% |
| All | +220.1% | +810.6% | -590.5% | +15.7% |
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