+1,197.2%
ENTG vs AEE
+845.6%
+351.6%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.1% | +6.1% | +6.1% |
| 7D | +2.8% | +0.3% | +2.5% | +2.6% |
| 30D | -4.7% | -2.3% | -2.4% | -3.3% |
| 3M | -0.7% | +0.2% | -0.9% | -2.2% |
| 6M | +7.7% | -4.7% | +12.5% | +9.1% |
| YTD | +65.1% | +8.1% | +57.0% | +54.6% |
| 1Y | +74.8% | +8.5% | +66.2% | +62.6% |
| 3Y | +36.9% | +48.9% | -12.0% | +0.7% |
| 5Y | +16.1% | +39.9% | -23.8% | -12.7% |
| 10Y | +740.3% | +186.5% | +553.8% | +244.5% |
| All | +1,197.2% | +845.6% | +351.6% | +223.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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