+21.2%
ENTG vs AMIX
-100.0%
+121.1%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +1.1% | -4.9% | -3.8% |
| 7D | +15.2% | -9.9% | +25.1% | +15.3% |
| 30D | -3.6% | -52.8% | +49.1% | -2.0% |
| 3M | -10.0% | -80.0% | +70.1% | -6.7% |
| 6M | +1.8% | -80.2% | +82.0% | -1.9% |
| YTD | +75.5% | -88.1% | +163.6% | +69.1% |
| 1Y | +82.4% | -91.1% | +173.5% | +75.8% |
| All | +21.2% | -100.0% | +121.1% | +5.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling