+89.6%
ENTG vs AEIS
+9.0%
+80.6%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.6% | +0.3% |
| 7D | +22.8% | +23.2% | -0.4% | +3.9% |
| 30D | -4.9% | -17.0% | +12.1% | +10.0% |
| 3M | -4.8% | -32.2% | +27.3% | +28.4% |
| 6M | +5.6% | -32.6% | +38.1% | +44.3% |
| YTD | +82.4% | +9.4% | +73.0% | +69.5% |
| All | +89.6% | +9.0% | +80.6% | +69.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 1y: compounded portfolio wealth divided by compounded AEIS 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…
1y analysis · Full analysis span regression · 6 months rolling