+743.3%
ENTG vs APD
+188.9%
+554.4%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.4% | -1.4% | -1.3% |
| 7D | -9.3% | -0.2% | -9.1% | -9.0% |
| 30D | -16.4% | +11.0% | -27.4% | -22.3% |
| 3M | -3.8% | +2.0% | -5.8% | -5.6% |
| 6M | -6.9% | +7.1% | -14.0% | -12.6% |
| YTD | +65.0% | +29.8% | +35.2% | +34.2% |
| 1Y | +61.7% | +24.0% | +37.7% | +35.1% |
| 3Y | +46.6% | +27.2% | +19.5% | +17.3% |
| 5Y | -2.7% | +12.8% | -15.5% | -16.7% |
| 10Y | +743.3% | +185.0% | +558.3% | +225.6% |
| All | +743.3% | +188.9% | +554.4% | +225.6% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 APD 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