+26.8%
ENTG vs AMIX
-100.0%
+126.7%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.3% | -20.0% | +31.3% | +11.8% |
| 7D | +7.9% | -8.1% | +16.0% | +8.0% |
| 30D | -3.6% | -52.3% | +48.7% | -1.9% |
| 3M | +2.7% | -83.8% | +86.5% | +6.9% |
| 6M | +3.6% | -79.0% | +82.5% | -0.4% |
| YTD | +83.6% | -87.2% | +170.8% | +76.6% |
| 1Y | +84.9% | -91.7% | +176.6% | +77.9% |
| All | +26.8% | -100.0% | +126.7% | +10.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling