+762.7%
DIA vs ENTG
+1,257.1%
-494.5%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.7% | -2.8% | -1.4% |
| 7D | +0.1% | +8.9% | -8.9% | -1.5% |
| 30D | -2.1% | -7.2% | +5.2% | -1.1% |
| 3M | +4.2% | +6.4% | -2.2% | +1.0% |
| 6M | +11.9% | +25.7% | -13.8% | +4.5% |
| YTD | +10.8% | +67.9% | -57.0% | -2.4% |
| 1Y | +17.5% | +72.4% | -54.8% | +2.2% |
| 3Y | +59.9% | +48.4% | +11.5% | +37.7% |
| 5Y | +64.1% | +20.1% | +44.1% | +40.9% |
| 10Y | +246.2% | +768.2% | -521.9% | +104.0% |
| All | +762.7% | +1,257.1% | -494.5% | +245.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling