+51.9%
DOW vs ENTG
+63.3%
-11.4%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -6.5% | +3.2% | -3.5% |
| 7D | -4.2% | -10.3% | +6.1% | -4.7% |
| 30D | +14.7% | -14.4% | +29.0% | +14.1% |
| 3M | +9.1% | -1.1% | +10.2% | +9.2% |
| 6M | -17.7% | +3.0% | -20.6% | -17.7% |
| YTD | +44.6% | +70.1% | -25.5% | +24.2% |
| 1Y | +51.9% | +65.7% | -13.8% | +31.9% |
| All | +51.9% | +63.3% | -11.4% | +31.9% |
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