+141.0%
CI vs ENTG
+786.9%
-645.9%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.4% | -0.5% | +0.7% |
| 7D | -1.1% | +8.9% | -10.0% | -2.2% |
| 30D | +0.5% | -0.8% | +1.3% | +0.3% |
| 3M | -5.2% | +6.6% | -11.7% | -7.8% |
| 6M | +4.3% | +22.1% | -17.8% | -1.5% |
| YTD | +2.8% | +70.2% | -67.4% | -8.4% |
| 1Y | -5.8% | +76.7% | -82.5% | -17.1% |
| 3Y | +4.7% | +50.5% | -45.7% | -10.6% |
| 5Y | +42.7% | +21.8% | +20.9% | +20.0% |
| 10Y | +141.0% | +811.7% | -670.8% | +3.6% |
| All | +141.0% | +786.9% | -645.9% | +3.6% |
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 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