+811.7%
ENTG vs AG
+64.8%
+746.9%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.1% | -0.7% | +1.0% |
| 7D | +8.9% | -0.1% | +9.0% | +8.9% |
| 30D | -0.8% | +12.5% | -13.3% | -3.1% |
| 3M | +6.6% | +28.2% | -21.6% | +1.7% |
| 6M | +22.1% | -18.8% | +40.9% | +25.1% |
| YTD | +70.2% | +27.4% | +42.8% | +60.9% |
| 1Y | +76.7% | +132.2% | -55.5% | +50.9% |
| 3Y | +50.5% | +286.9% | -236.4% | +14.7% |
| 5Y | +21.8% | +72.8% | -51.0% | -0.5% |
| 10Y | +811.7% | +74.6% | +737.1% | +615.8% |
| All | +811.7% | +64.8% | +746.9% | +615.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 10y: compounded portfolio wealth divided by compounded AG 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…
10y analysis · Full analysis span regression · 6 months rolling