+1,120.6%
DELL vs ENTG
+20.3%
+1,100.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.4% | -1.1% | -0.3% |
| 7D | +8.7% | +8.9% | -0.2% | +4.7% |
| 30D | +16.9% | -0.8% | +17.7% | +17.3% |
| 3M | +40.4% | +6.6% | +33.9% | +33.4% |
| 6M | +267.1% | +22.1% | +245.0% | +225.5% |
| YTD | +329.1% | +70.2% | +258.9% | +226.3% |
| 1Y | +346.9% | +76.7% | +270.2% | +227.8% |
| 3Y | +696.6% | +50.5% | +646.2% | +517.2% |
| All | +1,120.6% | +20.3% | +1,100.3% | +882.5% |
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 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