+42.1%
ENTG vs AG
+219.8%
-177.6%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.8% | +0.8% | +2.1% |
| 7D | -17.1% | +6.3% | -23.4% | -18.7% |
| 30D | -23.0% | -8.9% | -14.1% | -21.0% |
| 3M | -10.2% | -12.2% | +2.0% | -7.4% |
| 6M | -17.8% | -28.3% | +10.5% | -11.1% |
| YTD | +52.4% | -8.8% | +61.2% | +52.2% |
| 1Y | +49.8% | +39.4% | +10.4% | +34.6% |
| 3Y | +42.1% | +229.4% | -187.3% | -5.4% |
| All | +42.1% | +219.8% | -177.6% | -5.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling