+28.8%
DOCS vs ENTG
-12.6%
+41.4%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -12.7% | +8.4% | -4.4% |
| 7D | -1.3% | -22.0% | +20.7% | -1.6% |
| 30D | +19.4% | -25.2% | +44.6% | +19.0% |
| 3M | +53.4% | -14.2% | +67.6% | +53.2% |
| 6M | +28.8% | -16.3% | +45.1% | +26.1% |
| All | +28.8% | -12.6% | +41.4% | +26.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling