-34.5%
DOW vs ENTG
+46.2%
-80.7%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.7% | -1.3% | +0.1% |
| 7D | -2.9% | +8.9% | -11.9% | -4.8% |
| 30D | +2.0% | -7.2% | +9.2% | +3.1% |
| 3M | -12.5% | +6.4% | -18.9% | -17.6% |
| 6M | -9.2% | +25.7% | -34.9% | -21.6% |
| YTD | +30.8% | +67.9% | -37.1% | -0.6% |
| 1Y | +29.4% | +72.4% | -43.0% | -3.8% |
| All | -34.5% | +46.2% | -80.7% | -54.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling