+60.0%
CSGP vs ENTG
+757.2%
-697.2%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -3.8% | +6.6% | +3.6% |
| 7D | +1.3% | +15.2% | -13.8% | -1.8% |
| 30D | +2.8% | -3.6% | +6.5% | +1.8% |
| 3M | -6.3% | -10.0% | +3.6% | -6.6% |
| 6M | -3.2% | +1.8% | -4.9% | -10.6% |
| YTD | -54.0% | +75.5% | -129.5% | -65.0% |
| 1Y | -54.8% | +82.4% | -137.2% | -66.3% |
| 3Y | -60.6% | +58.5% | -119.1% | -71.7% |
| 5Y | -62.6% | +0.4% | -63.0% | -70.1% |
| All | +60.0% | +757.2% | -697.2% | -47.2% |
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 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