+1,260.1%
ENTG vs AG
+445.6%
+814.5%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -2.0% | +8.1% | +6.5% |
| 7D | +2.8% | +1.0% | +1.8% | +2.6% |
| 30D | -4.7% | +19.2% | -23.9% | -7.9% |
| 3M | -0.7% | +6.2% | -6.9% | -2.0% |
| 6M | +7.7% | -26.7% | +34.4% | +12.8% |
| YTD | +65.1% | +26.1% | +38.9% | +55.8% |
| 1Y | +74.8% | +131.7% | -56.9% | +47.0% |
| 3Y | +36.9% | +255.3% | -218.4% | +2.5% |
| 5Y | +16.1% | +61.9% | -45.8% | -4.6% |
| 10Y | +740.3% | +72.0% | +668.3% | +494.5% |
| All | +1,260.1% | +445.6% | +814.5% | +308.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling