+74.8%
ENTG vs AMIX
-81.0%
+155.8%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.9% | +8.1% | +6.2% |
| 7D | +2.8% | -13.7% | +16.6% | +3.3% |
| 30D | -4.7% | -62.1% | +57.4% | -2.3% |
| 3M | -0.7% | -46.2% | +45.4% | -3.8% |
| 6M | +7.7% | -46.4% | +54.1% | +3.8% |
| YTD | +65.1% | -60.3% | +125.3% | +58.6% |
| 1Y | +74.8% | -79.7% | +154.5% | +100.7% |
| All | +74.8% | -81.0% | +155.8% | +100.7% |
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