+1,988.2%
ENTG vs ACWI
+356.8%
+1,631.3%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | 0.0% | +6.2% | +6.2% |
| 7D | +2.8% | +0.5% | +2.3% | +2.0% |
| 30D | -4.7% | +0.9% | -5.5% | -5.8% |
| 3M | -0.7% | +2.4% | -3.1% | -1.9% |
| 6M | +7.7% | +12.4% | -4.7% | -7.8% |
| YTD | +65.1% | +15.2% | +49.9% | +36.7% |
| 1Y | +74.8% | +22.7% | +52.1% | +32.4% |
| 3Y | +36.9% | +75.8% | -38.9% | -37.5% |
| 5Y | +16.1% | +67.7% | -51.6% | -38.4% |
| 10Y | +740.3% | +229.0% | +511.3% | +65.1% |
| All | +1,988.2% | +356.8% | +1,631.3% | +110.4% |
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