+4.3%
ENTG vs AMC
-99.2%
+103.5%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.3% | +1.7% | -0.4% |
| 7D | +22.8% | +8.4% | +14.4% | +21.8% |
| 30D | -4.9% | +9.2% | -14.0% | -5.7% |
| 3M | -4.8% | +32.0% | -36.8% | -7.8% |
| 6M | +5.6% | +149.3% | -143.7% | -6.8% |
| YTD | +82.4% | +114.1% | -31.7% | +62.8% |
| 1Y | +82.9% | +35.8% | +47.1% | +71.2% |
| 3Y | +62.1% | -58.3% | +120.4% | +63.6% |
| 5Y | +4.3% | -99.2% | +103.5% | +48.8% |
| All | +4.3% | -99.2% | +103.5% | +48.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 5y: compounded portfolio wealth divided by compounded AMC 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…
5y analysis · Full analysis span regression · 6 months rolling