+126.0%
DUK vs ENTG
+797.5%
-671.5%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.2% | -2.1% | 0.0% |
| 7D | -0.7% | +1.2% | -1.8% | -0.7% |
| 30D | -2.4% | -12.9% | +10.4% | -2.0% |
| 3M | -3.0% | -3.1% | +0.1% | -3.3% |
| 6M | -6.6% | +21.0% | -27.6% | -8.2% |
| YTD | +4.6% | +67.0% | -62.5% | +0.6% |
| 1Y | +1.2% | +68.6% | -67.4% | -3.1% |
| 3Y | +45.7% | +48.6% | -3.0% | +37.2% |
| 5Y | +40.3% | +18.6% | +21.7% | +30.8% |
| All | +126.0% | +797.5% | -671.5% | +66.2% |
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