+65.7%
ENTG vs AMIX
-92.3%
+158.1%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -3.0% | -3.5% | -6.4% |
| 7D | -10.3% | -25.1% | +14.8% | -9.6% |
| 30D | -14.4% | -54.5% | +40.2% | -12.4% |
| 3M | -1.1% | -91.7% | +90.6% | +5.5% |
| 6M | +3.0% | -79.4% | +82.4% | +0.9% |
| YTD | +70.1% | -86.1% | +156.2% | +63.9% |
| 1Y | +65.7% | -91.6% | +157.3% | +57.7% |
| All | +65.7% | -92.3% | +158.1% | +57.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 1y: compounded portfolio wealth divided by compounded AMIX 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…
1y analysis · Full analysis span regression · 6 months rolling