-32.9%
DOCS vs ENTG
+78.6%
-111.6%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.8% | +4.2% | +0.4% |
| 7D | +2.6% | +15.2% | -12.6% | +2.7% |
| 30D | +11.4% | -3.6% | +15.1% | +11.3% |
| 3M | +25.4% | -10.0% | +35.3% | +25.5% |
| 6M | +42.5% | +1.8% | +40.8% | +41.9% |
| YTD | -24.7% | +75.5% | -100.2% | -30.6% |
| 1Y | -32.9% | +82.4% | -115.4% | -39.7% |
| All | -32.9% | +78.6% | -111.6% | -39.7% |
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 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