+1,197.2%
ENTG vs AEIS
+381.8%
+815.4%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +2.4% | +3.7% | +4.9% |
| 7D | +2.8% | +3.0% | -0.1% | +1.3% |
| 30D | -4.7% | -14.6% | +10.0% | +3.9% |
| 3M | -0.7% | -12.4% | +11.7% | +8.8% |
| 6M | +7.7% | -15.0% | +22.7% | +18.6% |
| YTD | +65.1% | +34.3% | +30.8% | +42.3% |
| 1Y | +74.8% | +87.4% | -12.6% | +25.9% |
| 3Y | +36.9% | +139.8% | -102.9% | -13.2% |
| 5Y | +16.1% | +220.7% | -204.6% | -34.8% |
| 10Y | +740.3% | +531.6% | +208.7% | +211.3% |
| All | +1,197.2% | +381.8% | +815.4% | +180.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling