+85.6%
ENTG vs AMRZ
-20.1%
+105.7%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.2% | +2.0% | +2.0% |
| 7D | +1.2% | -7.5% | +8.7% | +5.7% |
| 30D | -12.9% | -12.4% | -0.5% | -6.1% |
| 3M | -3.1% | -22.4% | +19.3% | +10.7% |
| 6M | +21.0% | -29.5% | +50.5% | +47.2% |
| YTD | +67.0% | -24.1% | +91.2% | +93.4% |
| 1Y | +68.6% | -26.3% | +94.9% | +92.0% |
| All | +85.6% | -20.1% | +105.7% | +101.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 AMRZ 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