+4,404.4%
DELL vs ENTG
+797.5%
+3,606.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +2.2% | +9.8% | +11.0% |
| 7D | +8.2% | +1.2% | +7.1% | +7.8% |
| 30D | +17.1% | -12.9% | +29.9% | +24.2% |
| 3M | +45.2% | -3.1% | +48.2% | +44.3% |
| 6M | +286.8% | +21.0% | +265.8% | +246.1% |
| YTD | +354.8% | +67.0% | +287.8% | +251.5% |
| 1Y | +358.3% | +68.6% | +289.6% | +246.8% |
| 3Y | +724.9% | +48.6% | +676.3% | +543.2% |
| 5Y | +1,193.7% | +18.6% | +1,175.1% | +924.0% |
| All | +4,404.4% | +797.5% | +3,606.9% | +1,489.0% |
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