+721.8%
ENTG vs ACWI
+219.0%
+502.8%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | 0.0% | +2.6% | +2.7% |
| 7D | -17.1% | -2.4% | -14.8% | -13.0% |
| 30D | -23.0% | -5.2% | -17.8% | -14.1% |
| 3M | -10.2% | -4.8% | -5.4% | -0.1% |
| 6M | -17.8% | -1.3% | -16.5% | -11.9% |
| YTD | +52.4% | +8.4% | +44.0% | +40.0% |
| 1Y | +49.8% | +11.0% | +38.8% | +32.3% |
| 3Y | +42.1% | +70.6% | -28.4% | -34.3% |
| 5Y | -10.2% | +55.3% | -65.5% | -48.9% |
| All | +721.8% | +219.0% | +502.8% | +61.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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