+15.1%
ENTG vs AMIX
-99.9%
+115.1%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +11.8% | -2.4% | +9.1% |
| 7D | -7.6% | +1.2% | -8.8% | -7.6% |
| 30D | -15.5% | -45.3% | +29.9% | -14.2% |
| 3M | -7.8% | -83.1% | +75.2% | -4.0% |
| 6M | -5.9% | -76.9% | +70.9% | -9.7% |
| YTD | +66.7% | -85.3% | +152.0% | +60.0% |
| 1Y | +62.1% | -89.8% | +151.9% | +55.7% |
| All | +15.1% | -99.9% | +115.1% | -0.1% |
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