+23.0%
C vs ENTG
+56.2%
-33.2%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.1% | +1.3% | +0.4% |
| 7D | -0.4% | -9.3% | +8.9% | +1.1% |
| 30D | -5.2% | -16.4% | +11.2% | -2.7% |
| 3M | -9.1% | -3.8% | -5.2% | -9.5% |
| 6M | -1.6% | -6.9% | +5.3% | -4.0% |
| YTD | +6.9% | +65.0% | -58.0% | -13.2% |
| 1Y | +23.0% | +61.7% | -38.7% | -0.2% |
| All | +23.0% | +56.2% | -33.2% | -0.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling