+764.3%
ENTG vs APTV
-15.8%
+780.1%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +2.7% | -6.6% | -5.3% |
| 7D | +5.1% | -1.8% | +6.9% | +5.9% |
| 30D | -8.5% | -7.9% | -0.6% | -4.9% |
| 3M | +6.7% | -29.9% | +36.6% | +25.9% |
| 6M | +17.7% | -36.6% | +54.3% | +44.2% |
| YTD | +63.5% | -40.0% | +103.4% | +105.2% |
| 1Y | +73.6% | -44.0% | +117.6% | +127.7% |
| 3Y | +44.6% | -54.5% | +99.1% | +104.5% |
| 5Y | +16.1% | -68.8% | +84.9% | +95.4% |
| All | +764.3% | -15.8% | +780.1% | +906.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling