+42.1%
ENTG vs ALHC
+21.9%
+20.2%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.9% | +5.5% | +2.6% |
| 7D | -17.1% | +1.0% | -18.1% | -17.0% |
| 30D | -23.0% | -14.2% | -8.8% | -22.9% |
| 3M | -10.2% | -45.1% | +34.9% | -9.8% |
| 6M | -17.8% | -59.5% | +41.8% | -17.2% |
| YTD | +52.4% | -62.8% | +115.2% | +53.0% |
| 1Y | +49.8% | -55.5% | +105.3% | +50.4% |
| 3Y | +42.1% | +25.7% | +16.4% | +26.8% |
| All | +42.1% | +21.9% | +20.2% | +26.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC 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 ALHC 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