+44.1%
CSGP vs ENTG
+739.4%
-695.2%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +6.2% | -8.6% | -3.9% |
| 7D | -4.1% | +2.8% | -6.9% | -4.8% |
| 30D | +2.3% | -4.7% | +7.0% | +2.7% |
| 3M | -8.2% | -0.7% | -7.4% | -12.5% |
| 6M | -35.1% | +7.7% | -42.8% | -41.0% |
| YTD | -54.0% | +65.1% | -119.1% | -63.8% |
| 1Y | -65.3% | +74.8% | -140.1% | -73.6% |
| 3Y | -62.6% | +36.9% | -99.5% | -71.2% |
| 5Y | -64.8% | +16.1% | -80.9% | -73.1% |
| All | +44.1% | +739.4% | -695.2% | -46.8% |
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