+641.2%
DUK vs ENTG
+1,257.1%
-615.9%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.7% | -0.8% | +0.7% |
| 7D | +0.7% | +8.9% | -8.2% | 0.0% |
| 30D | -2.0% | -7.2% | +5.2% | -1.6% |
| 3M | +0.2% | +6.4% | -6.2% | -1.2% |
| 6M | -6.9% | +25.7% | -32.6% | -10.0% |
| YTD | +6.1% | +67.9% | -61.7% | -0.2% |
| 1Y | +4.4% | +72.4% | -67.9% | -2.5% |
| 3Y | +49.1% | +48.4% | +0.7% | +37.4% |
| 5Y | +39.6% | +20.1% | +19.5% | +27.6% |
| 10Y | +125.1% | +768.1% | -643.0% | +65.1% |
| All | +641.2% | +1,257.1% | -615.9% | +337.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling