-10.2%
DOW vs ENTG
+302.7%
-312.9%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.9% | +4.8% | +1.9% |
| 7D | -2.4% | +5.1% | -7.5% | -3.9% |
| 30D | -4.1% | -8.5% | +4.4% | -2.3% |
| 3M | -12.4% | +6.7% | -19.1% | -18.3% |
| 6M | -10.6% | +17.7% | -28.4% | -21.6% |
| YTD | +31.1% | +63.5% | -32.4% | +1.2% |
| 1Y | +30.5% | +73.6% | -43.1% | -2.3% |
| 3Y | -34.4% | +44.6% | -79.0% | -50.6% |
| 5Y | -35.5% | +16.1% | -51.6% | -52.2% |
| All | -10.2% | +302.7% | -312.9% | -68.5% |
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 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