-47.3%
DOCS vs ENTG
+63.3%
-110.7%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -6.5% | +12.8% | +6.2% |
| 7D | +1.2% | -10.3% | +11.6% | +1.0% |
| 30D | +21.3% | -14.4% | +35.7% | +21.0% |
| 3M | +58.4% | -1.1% | +59.5% | +58.3% |
| 6M | +39.3% | +3.0% | +36.3% | +38.5% |
| YTD | -21.7% | +70.1% | -91.8% | -27.5% |
| 1Y | -47.3% | +65.7% | -113.1% | -51.5% |
| All | -47.3% | +63.3% | -110.7% | -51.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling