+269.3%
C vs ENTG
+47.4%
+221.9%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.7% | -2.4% | -1.1% |
| 7D | +3.2% | +8.9% | -5.8% | +1.0% |
| 30D | +1.3% | -7.2% | +8.5% | +2.7% |
| 3M | +3.1% | +6.4% | -3.3% | -1.5% |
| 6M | +29.6% | +25.7% | +3.9% | +16.7% |
| YTD | +19.0% | +67.9% | -48.9% | -2.3% |
| 1Y | +45.6% | +72.4% | -26.7% | +17.0% |
| 3Y | +269.3% | +48.4% | +220.8% | +190.7% |
| All | +269.3% | +47.4% | +221.9% | +190.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling