+1,786.7%
ENTG vs APTV
+138.4%
+1,648.3%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.5% | +0.9% | +0.1% |
| 7D | +22.8% | -5.0% | +27.8% | +26.0% |
| 30D | -4.9% | -12.3% | +7.4% | +1.5% |
| 3M | -4.8% | -19.9% | +15.1% | +6.0% |
| 6M | +5.6% | -29.4% | +35.0% | +22.2% |
| YTD | +82.4% | -49.0% | +131.4% | +146.9% |
| 1Y | +82.9% | -53.1% | +136.0% | +159.2% |
| 3Y | +62.1% | -48.9% | +111.0% | +114.9% |
| 5Y | +4.3% | -77.2% | +81.5% | +103.4% |
| 10Y | +793.4% | -26.8% | +820.2% | +854.8% |
| All | +1,786.7% | +138.4% | +1,648.3% | +892.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling