+70.5%
DOCN vs ENTG
+24.9%
+45.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.6% | -0.1% | +0.9% |
| 7D | -19.2% | -17.1% | -2.0% | -8.5% |
| 30D | -43.1% | -23.0% | -20.1% | -32.3% |
| 3M | -40.7% | -10.2% | -30.5% | -36.5% |
| 6M | -55.0% | -17.8% | -37.2% | -51.1% |
| YTD | +50.6% | +52.4% | -1.7% | +6.7% |
| 1Y | +54.0% | +49.8% | +4.2% | +9.4% |
| 3Y | +203.9% | +42.1% | +161.8% | +98.0% |
| 5Y | -29.4% | -10.2% | -19.1% | -31.7% |
| All | +70.5% | +24.9% | +45.7% | +40.0% |
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