+32.2%
EEM vs ENTG
-0.3%
+32.5%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.8% | +3.4% | +0.5% |
| 7D | +2.7% | +15.2% | -12.5% | -0.7% |
| 30D | -5.4% | -3.6% | -1.7% | -5.3% |
| 3M | -8.6% | -10.0% | +1.3% | -7.5% |
| 6M | -8.9% | +1.8% | -10.7% | -11.5% |
| YTD | +11.9% | +75.5% | -63.6% | -3.8% |
| 1Y | +13.1% | +82.4% | -69.3% | -3.9% |
| 3Y | +70.7% | +58.5% | +12.1% | +42.8% |
| All | +32.2% | -0.3% | +32.5% | +17.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling