+176.5%
DLR vs ENTG
+797.5%
-621.0%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.2% | -0.4% | +1.3% |
| 7D | +0.1% | +1.2% | -1.1% | -0.1% |
| 30D | -4.3% | -12.9% | +8.6% | -1.8% |
| 3M | +3.8% | -3.1% | +6.9% | +2.4% |
| 6M | +5.8% | +21.0% | -15.2% | -1.5% |
| YTD | +23.5% | +67.0% | -43.5% | +6.5% |
| 1Y | +11.1% | +68.6% | -57.5% | -5.4% |
| 3Y | +57.9% | +48.6% | +9.2% | +32.7% |
| 5Y | +44.0% | +18.6% | +25.3% | +20.7% |
| All | +176.5% | +797.5% | -621.0% | +68.2% |
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 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