+1,607.4%
ENTG vs APTV
+194.6%
+1,412.8%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +3.1% | +3.1% | +4.6% |
| 7D | +2.8% | +4.8% | -2.0% | +0.4% |
| 30D | -4.7% | +2.0% | -6.7% | -5.8% |
| 3M | -0.7% | -34.2% | +33.5% | +21.4% |
| 6M | +7.7% | -34.7% | +42.4% | +29.6% |
| YTD | +65.1% | -37.0% | +102.0% | +101.6% |
| 1Y | +74.8% | -40.4% | +115.2% | +121.1% |
| 3Y | +36.9% | -54.1% | +91.0% | +92.1% |
| 5Y | +16.1% | -68.0% | +84.1% | +92.3% |
| 10Y | +740.3% | -15.5% | +755.9% | +732.9% |
| All | +1,607.4% | +194.6% | +1,412.8% | +709.9% |
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