-31.1%
DOCN vs ENTG
-14.7%
-16.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | -12.7% | -3.2% | -7.9% |
| 7D | -29.3% | -22.0% | -7.2% | -16.7% |
| 30D | -46.0% | -25.2% | -20.8% | -34.7% |
| 3M | -43.2% | -14.2% | -29.0% | -37.4% |
| 6M | -53.7% | -16.3% | -37.4% | -50.3% |
| YTD | +46.9% | +48.5% | -1.6% | +5.8% |
| 1Y | +54.3% | +41.4% | +12.9% | +13.8% |
| 3Y | +185.5% | +36.7% | +148.9% | +90.4% |
| 5Y | -31.1% | -12.5% | -18.6% | -24.4% |
| All | -31.1% | -14.7% | -16.4% | -24.4% |
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