-5.5%
CI vs ENTG
+76.2%
-81.7%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +6.2% | -7.5% | -1.3% |
| 7D | +1.3% | +2.8% | -1.5% | +1.3% |
| 30D | +4.4% | -4.7% | +9.1% | +4.4% |
| 3M | +0.7% | -0.7% | +1.4% | -0.1% |
| 6M | +0.3% | +7.7% | -7.4% | -1.9% |
| YTD | +3.8% | +65.1% | -61.3% | -4.0% |
| 1Y | -5.5% | +74.8% | -80.3% | -11.2% |
| All | -5.5% | +76.2% | -81.7% | -11.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling