+145.2%
ENTG vs ACI
+17.4%
+127.9%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.3% | -2.7% | -3.9% |
| 7D | +5.1% | -7.1% | +12.2% | +5.1% |
| 30D | -8.5% | -4.5% | -4.0% | -8.5% |
| 3M | +6.7% | -22.3% | +29.0% | +7.1% |
| 6M | +17.7% | -28.4% | +46.2% | +18.3% |
| YTD | +63.5% | -29.5% | +93.0% | +64.0% |
| 1Y | +73.6% | -34.2% | +107.8% | +75.2% |
| 3Y | +44.6% | -45.7% | +90.2% | +48.1% |
| 5Y | +16.1% | -40.8% | +56.9% | +16.3% |
| All | +145.2% | +17.4% | +127.9% | +122.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 10y: compounded portfolio wealth divided by compounded ACI 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…
10y analysis · Full analysis span regression · 6 months rolling