+34.8%
DIS vs ENTG
+44.2%
-9.4%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +6.2% | -7.9% | -2.6% |
| 7D | -2.6% | +2.8% | -5.4% | -3.0% |
| 30D | +3.5% | -4.7% | +8.2% | +3.8% |
| 3M | +6.8% | -0.7% | +7.6% | +4.4% |
| 6M | +3.0% | +7.7% | -4.7% | -1.7% |
| YTD | -6.7% | +65.1% | -71.8% | -18.7% |
| 1Y | -10.1% | +74.8% | -84.9% | -23.6% |
| All | +34.8% | +44.2% | -9.4% | +13.2% |
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