-47.0%
C vs ENTG
+1,234.5%
-1,281.5%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +6.2% | -6.5% | -2.3% |
| 7D | +3.6% | +2.8% | +0.8% | +2.6% |
| 30D | +0.1% | -4.7% | +4.7% | +0.9% |
| 3M | +2.4% | -0.7% | +3.2% | -1.1% |
| 6M | +24.9% | +7.7% | +17.2% | +16.2% |
| YTD | +19.8% | +65.1% | -45.3% | -3.8% |
| 1Y | +44.9% | +74.8% | -29.9% | +12.4% |
| 3Y | +263.0% | +36.9% | +226.1% | +188.4% |
| 5Y | +129.5% | +16.1% | +113.4% | +78.2% |
| 10Y | +291.6% | +740.3% | -448.7% | +50.9% |
| All | -47.0% | +1,234.5% | -1,281.5% | -89.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling