+636.7%
DELL vs ENTG
+42.3%
+594.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -3.9% | -1.4% | -3.4% |
| 7D | -1.9% | +5.1% | -7.0% | -4.3% |
| 30D | +14.9% | -8.5% | +23.4% | +20.1% |
| 3M | +37.2% | +6.7% | +30.5% | +28.8% |
| 6M | +254.0% | +17.7% | +236.2% | +212.2% |
| YTD | +306.1% | +63.5% | +242.7% | +198.8% |
| 1Y | +312.3% | +73.6% | +238.7% | +185.4% |
| All | +636.7% | +42.3% | +594.3% | +509.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling