+569.8%
DELL vs ENTG
-0.3%
+570.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -3.8% | -3.4% | -5.4% |
| 7D | +4.9% | +15.2% | -10.3% | -1.6% |
| 30D | -32.1% | -3.6% | -28.4% | -30.5% |
| 3M | -30.2% | -10.0% | -20.3% | -26.6% |
| 6M | +41.7% | +1.8% | +39.9% | +37.4% |
| YTD | +176.6% | +75.5% | +101.1% | +108.0% |
| 1Y | +159.9% | +82.4% | +77.5% | +91.4% |
| 3Y | +388.0% | +58.5% | +329.5% | +272.3% |
| All | +569.8% | -0.3% | +570.1% | +468.6% |
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