+22.3%
DIS vs ENTG
+786.9%
-764.5%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.4% | -2.2% | -1.1% |
| 7D | -3.5% | +8.9% | -12.4% | -5.4% |
| 30D | +1.0% | -0.8% | +1.8% | +0.6% |
| 3M | +5.7% | +6.6% | -0.9% | +0.7% |
| 6M | +3.3% | +22.1% | -18.8% | -6.2% |
| YTD | -7.7% | +70.2% | -77.9% | -23.9% |
| 1Y | -10.0% | +76.7% | -86.7% | -27.6% |
| 3Y | +31.7% | +50.5% | -18.8% | +4.1% |
| 5Y | -42.2% | +21.8% | -64.0% | -54.4% |
| 10Y | +22.3% | +811.7% | -789.4% | -45.5% |
| All | +22.3% | +786.9% | -764.5% | -45.5% |
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 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