+1,827.5%
ENTG vs ACWI
+330.0%
+1,497.5%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | 0.0% | +2.6% | +2.7% |
| 7D | -17.1% | -2.4% | -14.8% | -13.5% |
| 30D | -23.0% | -5.2% | -17.8% | -15.0% |
| 3M | -10.2% | -4.8% | -5.4% | -1.1% |
| 6M | -17.8% | -1.3% | -16.5% | -12.4% |
| YTD | +52.4% | +8.4% | +44.0% | +41.2% |
| 1Y | +49.8% | +11.0% | +38.8% | +33.9% |
| 3Y | +42.1% | +70.6% | -28.4% | -30.8% |
| 5Y | -10.2% | +55.3% | -65.5% | -45.4% |
| 10Y | +756.0% | +223.2% | +532.8% | +75.9% |
| All | +1,827.5% | +330.0% | +1,497.5% | +117.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling