+18.1%
ENTG vs APA
+151.7%
-133.6%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -3.2% | +9.3% | +7.0% |
| 7D | +2.8% | +0.5% | +2.3% | +2.6% |
| 30D | -4.7% | +23.4% | -28.1% | -10.5% |
| 3M | -0.7% | +12.7% | -13.4% | -5.3% |
| 6M | +7.7% | +39.4% | -31.7% | -7.0% |
| YTD | +65.1% | +79.0% | -13.9% | +29.8% |
| 1Y | +74.8% | +88.8% | -14.0% | +33.8% |
| 3Y | +36.9% | +6.4% | +30.5% | +16.9% |
| All | +18.1% | +151.7% | -133.6% | -21.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling