+99.4%
DE vs ENTG
+15.6%
+83.8%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.9% | +4.0% | +0.7% |
| 7D | -2.4% | +5.1% | -7.5% | -3.2% |
| 30D | +9.7% | -8.5% | +18.2% | +11.0% |
| 3M | +21.4% | +6.7% | +14.7% | +18.1% |
| 6M | +15.0% | +17.7% | -2.7% | +9.1% |
| YTD | +46.4% | +63.5% | -17.1% | +30.5% |
| 1Y | +45.6% | +73.6% | -28.0% | +27.1% |
| 3Y | +76.8% | +44.6% | +32.2% | +53.4% |
| 5Y | +99.4% | +16.1% | +83.3% | +73.6% |
| All | +99.4% | +15.6% | +83.8% | +73.6% |
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