+30.5%
DOW vs ENTG
+69.7%
-39.2%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.9% | +4.8% | +0.9% |
| 7D | -2.4% | +5.1% | -7.5% | -2.5% |
| 30D | -4.1% | -8.5% | +4.4% | -3.9% |
| 3M | -12.4% | +6.7% | -19.1% | -14.6% |
| 6M | -10.6% | +17.7% | -28.4% | -16.6% |
| YTD | +31.1% | +63.5% | -32.4% | +6.1% |
| 1Y | +30.5% | +73.6% | -43.1% | +2.6% |
| All | +30.5% | +69.7% | -39.2% | +2.6% |
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