+76.7%
ENTG vs AG
+124.1%
-47.4%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.1% | -0.7% | +0.7% |
| 7D | +8.9% | -0.1% | +9.0% | +8.9% |
| 30D | -0.8% | +12.5% | -13.3% | -4.7% |
| 3M | +6.6% | +28.2% | -21.6% | -2.2% |
| 6M | +22.1% | -18.8% | +40.9% | +24.7% |
| YTD | +70.2% | +27.4% | +42.8% | +54.7% |
| 1Y | +76.7% | +132.2% | -55.5% | +40.8% |
| All | +76.7% | +124.1% | -47.4% | +40.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling