+13.9%
ENTG vs AMIX
-99.9%
+113.8%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +8.8% | -9.9% | -1.3% |
| 7D | -9.3% | +11.4% | -20.7% | -9.5% |
| 30D | -16.4% | -40.5% | +24.2% | -15.3% |
| 3M | -3.8% | -80.1% | +76.2% | -0.3% |
| 6M | -6.9% | -74.8% | +67.9% | -10.9% |
| YTD | +65.0% | -84.0% | +149.0% | +57.9% |
| 1Y | +61.7% | -89.7% | +151.4% | +55.0% |
| All | +13.9% | -99.9% | +113.8% | -1.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling