+770.1%
ENTG vs ACWI
+226.8%
+543.2%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +2.6% | +6.8% | +4.5% |
| 7D | -7.6% | +0.3% | -7.9% | -7.7% |
| 30D | -15.5% | -2.8% | -12.6% | -9.7% |
| 3M | -7.8% | -3.2% | -4.7% | -0.6% |
| 6M | -5.9% | +1.3% | -7.2% | -3.8% |
| YTD | +66.7% | +11.2% | +55.5% | +46.3% |
| 1Y | +62.1% | +13.8% | +48.3% | +37.1% |
| 3Y | +56.3% | +76.2% | -19.9% | -31.8% |
| 5Y | -3.8% | +59.5% | -63.3% | -47.7% |
| 10Y | +770.1% | +222.2% | +547.9% | +64.5% |
| All | +770.1% | +226.8% | +543.2% | +64.5% |
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