+117.6%
CTAS vs ENTG
-3.4%
+121.0%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.1% | +2.0% | +1.1% |
| 7D | +0.7% | -9.3% | +10.0% | +1.7% |
| 30D | +11.3% | -16.4% | +27.7% | +13.1% |
| 3M | +11.4% | -3.8% | +15.3% | +10.7% |
| 6M | +35.6% | -6.9% | +42.6% | +32.6% |
| YTD | +20.7% | +65.0% | -44.3% | +4.5% |
| 1Y | +22.8% | +61.7% | -38.9% | +6.4% |
| 3Y | +73.4% | +46.6% | +26.8% | +44.1% |
| 5Y | +117.6% | -2.7% | +120.3% | +95.4% |
| All | +117.6% | -3.4% | +121.0% | +95.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling