+62.1%
EMR vs ENTG
+47.4%
+14.7%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.7% | -2.1% | -0.9% |
| 7D | +3.1% | +8.9% | -5.9% | +0.4% |
| 30D | -3.5% | -7.2% | +3.7% | -1.8% |
| 3M | +9.8% | +6.4% | +3.4% | +4.4% |
| 6M | +10.8% | +25.7% | -14.9% | -0.9% |
| YTD | +15.9% | +67.9% | -51.9% | -6.3% |
| 1Y | +16.4% | +72.4% | -55.9% | -8.1% |
| 3Y | +62.1% | +48.4% | +13.7% | +27.0% |
| All | +62.1% | +47.4% | +14.7% | +27.0% |
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