+65.7%
ENTG vs APTV
-46.4%
+112.1%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | +4.6% | -11.1% | -7.6% |
| 7D | -10.3% | -1.9% | -8.5% | -10.0% |
| 30D | -14.4% | -1.4% | -12.9% | -14.2% |
| 3M | -1.1% | -9.3% | +8.2% | +1.2% |
| 6M | +3.0% | -27.3% | +30.3% | +12.5% |
| YTD | +70.1% | -43.1% | +113.2% | +100.5% |
| 1Y | +65.7% | -46.5% | +112.2% | +108.1% |
| All | +65.7% | -46.4% | +112.1% | +108.1% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 1y: compounded portfolio wealth divided by compounded APTV 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…
1y analysis · Full analysis span regression · 6 months rolling