+56.3%
ENTG vs ALL
+108.4%
-52.1%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | -0.4% | +9.8% | +9.3% |
| 7D | -7.6% | -3.9% | -3.7% | -8.9% |
| 30D | -15.5% | +10.6% | -26.1% | -12.0% |
| 3M | -7.8% | -4.6% | -3.3% | -7.9% |
| 6M | -5.9% | +20.2% | -26.1% | -1.7% |
| YTD | +66.7% | +23.7% | +43.0% | +74.3% |
| 1Y | +62.1% | +27.9% | +34.2% | +69.1% |
| 3Y | +56.3% | +109.2% | -52.9% | +57.3% |
| All | +56.3% | +108.4% | -52.1% | +57.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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