+851.5%
DE vs ENTG
+797.5%
+54.0%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.2% | -2.5% | -0.8% |
| 7D | -2.6% | +1.2% | -3.7% | -2.9% |
| 30D | +9.0% | -12.9% | +21.9% | +12.2% |
| 3M | +19.1% | -3.1% | +22.2% | +17.3% |
| 6M | +14.4% | +21.0% | -6.6% | +5.2% |
| YTD | +45.9% | +67.0% | -21.1% | +22.8% |
| 1Y | +43.6% | +68.6% | -25.0% | +18.8% |
| 3Y | +75.9% | +48.6% | +27.2% | +41.6% |
| 5Y | +98.8% | +18.6% | +80.1% | +58.6% |
| All | +851.5% | +797.5% | +54.0% | +301.3% |
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