+216.8%
CB vs ENTG
+761.6%
-544.7%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.7% | -3.1% | -1.6% |
| 7D | -0.6% | +8.9% | -9.6% | -1.5% |
| 30D | -3.9% | -7.2% | +3.3% | -3.4% |
| 3M | +4.9% | +6.4% | -1.5% | +2.6% |
| 6M | +3.3% | +25.7% | -22.4% | -2.0% |
| YTD | +8.5% | +67.9% | -59.4% | -1.5% |
| 1Y | +22.1% | +72.4% | -50.3% | +9.5% |
| 3Y | +70.1% | +48.4% | +21.7% | +48.8% |
| 5Y | +97.4% | +20.1% | +77.3% | +71.4% |
| 10Y | +216.8% | +768.1% | -551.3% | +85.3% |
| All | +216.8% | +761.6% | -544.7% | +85.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling