+394.0%
CAH vs ENTG
+16.8%
+377.1%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.2% | -2.8% | -0.7% |
| 7D | -5.1% | +1.2% | -6.3% | -5.1% |
| 30D | +0.2% | -12.9% | +13.0% | +0.5% |
| 3M | +6.3% | -3.1% | +9.4% | +6.0% |
| 6M | +9.4% | +21.0% | -11.6% | +7.9% |
| YTD | +15.0% | +67.0% | -52.0% | +11.8% |
| 1Y | +55.4% | +68.6% | -13.2% | +50.4% |
| 3Y | +173.8% | +48.6% | +125.2% | +160.5% |
| All | +394.0% | +16.8% | +377.1% | +366.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling