+1,219.2%
ENTG vs AON
+1,375.0%
-155.8%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.3% | +4.0% | +2.7% |
| 7D | +8.9% | -3.2% | +12.2% | +10.5% |
| 30D | -7.2% | -11.9% | +4.6% | -2.3% |
| 3M | +6.4% | -2.9% | +9.3% | +4.9% |
| 6M | +25.7% | -6.8% | +32.5% | +25.0% |
| YTD | +67.9% | -10.1% | +77.9% | +68.6% |
| 1Y | +72.4% | -14.2% | +86.6% | +76.4% |
| 3Y | +48.4% | -3.3% | +51.7% | +39.5% |
| 5Y | +20.1% | +13.6% | +6.5% | +4.8% |
| 10Y | +768.1% | +209.2% | +559.0% | +357.1% |
| All | +1,219.2% | +1,375.0% | -155.8% | +275.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling