+113.0%
DAL vs ENTG
+3.6%
+109.4%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.7% | -4.6% | -5.0% |
| 7D | +1.4% | +22.8% | -21.4% | -5.8% |
| 30D | +9.1% | -4.9% | +13.9% | +9.2% |
| 3M | -3.5% | -4.8% | +1.3% | -4.1% |
| 6M | +23.4% | +5.6% | +17.8% | +13.4% |
| YTD | +26.0% | +82.4% | -56.4% | -8.9% |
| 1Y | +44.6% | +82.9% | -38.2% | +4.0% |
| 3Y | +162.7% | +62.1% | +100.6% | +83.4% |
| 5Y | +113.0% | +4.3% | +108.7% | +64.7% |
| All | +113.0% | +3.6% | +109.4% | +64.7% |
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