+782.9%
ENTG vs AON
+204.8%
+578.2%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.7% | +3.8% | +2.9% |
| 7D | +1.2% | -6.3% | +7.5% | +3.9% |
| 30D | -12.9% | -14.1% | +1.2% | -7.5% |
| 3M | -3.1% | -9.5% | +6.4% | -1.7% |
| 6M | +21.0% | -4.0% | +25.0% | +17.6% |
| YTD | +67.0% | -13.8% | +80.8% | +70.5% |
| 1Y | +68.6% | -18.3% | +86.9% | +76.6% |
| 3Y | +48.6% | -7.2% | +55.8% | +39.6% |
| 5Y | +18.6% | +7.3% | +11.3% | +1.1% |
| All | +782.9% | +204.8% | +578.2% | +300.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 AON 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