+263.6%
EMR vs ENTG
+778.5%
-514.9%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.9% | +2.6% | -0.1% |
| 7D | -1.2% | +5.1% | -6.4% | -2.8% |
| 30D | -9.4% | -8.5% | -0.9% | -7.3% |
| 3M | +8.6% | +6.7% | +1.9% | +3.2% |
| 6M | +6.7% | +17.7% | -11.0% | -2.5% |
| YTD | +13.1% | +63.5% | -50.4% | -7.7% |
| 1Y | +12.7% | +73.6% | -60.8% | -10.9% |
| 3Y | +58.1% | +44.6% | +13.5% | +25.5% |
| 5Y | +63.6% | +16.1% | +47.5% | +29.7% |
| All | +263.6% | +778.5% | -514.9% | +37.2% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling