+782.9%
ENTG vs AGI
+392.3%
+390.6%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.7% | +1.5% | +2.1% |
| 7D | +1.2% | -2.7% | +3.9% | +1.5% |
| 30D | -12.9% | +7.2% | -20.1% | -13.7% |
| 3M | -3.1% | +4.3% | -7.3% | -3.9% |
| 6M | +21.0% | -27.1% | +48.1% | +24.7% |
| YTD | +67.0% | -6.6% | +73.6% | +67.5% |
| 1Y | +68.6% | +9.5% | +59.1% | +66.3% |
| 3Y | +48.6% | +208.4% | -159.8% | +32.5% |
| 5Y | +18.6% | +401.6% | -383.0% | +1.5% |
| All | +782.9% | +392.3% | +390.6% | +658.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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