+332.3%
DIS vs ENTG
+1,131.8%
-799.5%
-67.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.6% | -3.0% | -1.0% |
| 7D | +5.2% | -17.1% | +22.3% | +9.2% |
| 30D | +11.5% | -23.0% | +34.5% | +16.7% |
| 3M | +11.5% | -10.2% | +21.8% | +11.9% |
| 6M | +8.9% | -17.8% | +26.6% | +8.3% |
| YTD | +3.4% | +52.4% | -49.0% | -11.8% |
| 1Y | +7.2% | +49.8% | -42.6% | -8.5% |
| 3Y | +43.3% | +42.1% | +1.2% | +17.7% |
| 5Y | -31.4% | -10.2% | -21.2% | -40.2% |
| 10Y | +37.1% | +756.0% | -718.9% | -31.1% |
| All | +332.3% | +1,131.8% | -799.5% | +32.8% |
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