+87.1%
DOCN vs ENTG
+35.2%
+51.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.1% | +2.6% | +2.2% |
| 7D | -12.1% | -9.3% | -2.8% | -6.0% |
| 30D | -41.0% | -16.4% | -24.7% | -33.5% |
| 3M | -38.7% | -3.8% | -34.9% | -36.9% |
| 6M | -51.5% | -6.9% | -44.6% | -51.4% |
| YTD | +65.3% | +65.0% | +0.3% | +11.4% |
| 1Y | +53.9% | +61.7% | -7.8% | +4.2% |
| 3Y | +215.6% | +46.6% | +168.9% | +102.8% |
| 5Y | -26.2% | -2.7% | -23.5% | -32.3% |
| All | +87.1% | +35.2% | +51.9% | +46.1% |
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