+39.7%
DLR vs ENTG
+6.7%
+33.0%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +11.3% | -11.2% | -2.2% |
| 7D | -2.0% | +7.9% | -10.0% | -3.8% |
| 30D | +0.5% | -3.6% | +4.1% | +0.6% |
| 3M | -4.4% | +2.7% | -7.2% | -5.9% |
| 6M | -6.4% | +3.6% | -10.0% | -10.2% |
| YTD | +19.5% | +83.6% | -64.1% | -1.0% |
| 1Y | +10.5% | +84.9% | -74.3% | -8.8% |
| 3Y | +54.0% | +63.2% | -9.2% | +23.9% |
| 5Y | +39.7% | +4.9% | +34.8% | +14.9% |
| All | +39.7% | +6.7% | +33.0% | +14.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling