-38.8%
DOCS vs ENTG
+18.2%
-57.0%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.1% | -0.3% | -1.1% |
| 7D | -0.6% | -9.3% | +8.7% | +1.7% |
| 30D | +6.3% | -16.4% | +22.7% | +10.5% |
| 3M | +26.5% | -3.8% | +30.3% | +24.5% |
| 6M | +24.8% | -6.9% | +31.7% | +19.3% |
| YTD | -26.8% | +65.0% | -91.8% | -46.2% |
| 1Y | -38.3% | +61.7% | -100.0% | -54.5% |
| 3Y | +36.0% | +46.6% | -10.6% | -8.5% |
| 5Y | -55.0% | -2.7% | -52.3% | -63.4% |
| All | -38.8% | +18.2% | -57.0% | -45.7% |
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