+48.4%
ENTG vs APA
+9.3%
+39.1%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.8% | -0.1% | +1.3% |
| 7D | +8.9% | -1.7% | +10.6% | +9.3% |
| 30D | -7.2% | +15.7% | -23.0% | -10.7% |
| 3M | +6.4% | +16.5% | -10.0% | +1.4% |
| 6M | +25.7% | +35.1% | -9.4% | +9.9% |
| YTD | +67.9% | +82.2% | -14.4% | +29.0% |
| 1Y | +72.4% | +102.5% | -30.1% | +25.6% |
| 3Y | +48.4% | +10.3% | +38.1% | +1.6% |
| All | +48.4% | +9.3% | +39.1% | +1.6% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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