+743.3%
ENTG vs AR
+52.4%
+690.9%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +4.3% | +4.0% | +7.6% |
| 7D | -9.3% | -5.8% | -3.5% | -8.4% |
| 30D | -16.4% | +4.8% | -21.2% | -16.9% |
| 3M | -3.8% | +1.5% | -5.4% | -4.3% |
| 6M | -6.9% | +4.7% | -11.6% | -8.4% |
| YTD | +65.0% | +9.2% | +55.8% | +60.0% |
| 1Y | +61.7% | +11.2% | +50.5% | +56.3% |
| 3Y | +46.6% | +46.2% | +0.4% | +35.5% |
| 5Y | -2.7% | +98.1% | -100.7% | -14.1% |
| 10Y | +743.3% | +54.5% | +688.8% | +712.5% |
| All | +743.3% | +52.4% | +690.9% | +712.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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