+208.1%
C vs ENTG
+39.6%
+168.5%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.6% | -2.1% | -0.1% |
| 7D | -2.4% | -17.1% | +14.7% | +1.7% |
| 30D | -6.0% | -23.0% | +17.0% | -0.9% |
| 3M | -10.5% | -10.2% | -0.3% | -9.8% |
| 6M | -5.7% | -17.8% | +12.1% | -5.3% |
| YTD | +4.1% | +52.4% | -48.2% | -13.6% |
| 1Y | +20.5% | +49.8% | -29.3% | +0.1% |
| 3Y | +208.1% | +42.1% | +166.0% | +138.3% |
| All | +208.1% | +39.6% | +168.5% | +138.3% |
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