+768.2%
ENTG vs ACWI
+226.0%
+542.2%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.5% | +2.2% | +2.6% |
| 7D | +8.9% | +1.1% | +7.9% | +6.7% |
| 30D | -7.2% | -0.2% | -7.0% | -6.7% |
| 3M | +6.4% | +4.7% | +1.7% | +0.4% |
| 6M | +25.7% | +14.5% | +11.2% | +2.1% |
| YTD | +67.9% | +14.6% | +53.2% | +37.4% |
| 1Y | +72.4% | +21.4% | +50.9% | +29.3% |
| 3Y | +48.4% | +77.6% | -29.2% | -37.2% |
| 5Y | +20.1% | +68.1% | -48.0% | -41.0% |
| 10Y | +768.2% | +226.1% | +542.0% | +60.7% |
| All | +768.2% | +226.0% | +542.2% | +60.7% |
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