+764.3%
ENTG vs AA
+123.1%
+641.2%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -4.8% | +0.9% | -2.3% |
| 7D | +5.1% | -5.4% | +10.5% | +7.0% |
| 30D | -8.5% | -10.7% | +2.2% | -5.4% |
| 3M | +6.7% | -26.2% | +32.9% | +17.0% |
| 6M | +17.7% | -20.9% | +38.7% | +24.9% |
| YTD | +63.5% | -8.6% | +72.1% | +64.4% |
| 1Y | +73.6% | +57.4% | +16.2% | +44.9% |
| 3Y | +44.6% | +77.8% | -33.3% | +12.2% |
| 5Y | +16.1% | +2.7% | +13.4% | -0.7% |
| All | +764.3% | +123.1% | +641.2% | +386.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AA.
Daily Out/Under-Performance
Portfolio return minus AA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AA 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 AA 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