+768.1%
ENTG vs AR
+45.1%
+723.0%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.8% | +2.5% | +1.8% |
| 7D | +8.9% | -1.8% | +10.8% | +9.2% |
| 30D | -7.2% | +12.6% | -19.8% | -9.0% |
| 3M | +6.4% | +10.0% | -3.6% | +4.2% |
| 6M | +25.7% | +0.6% | +25.0% | +24.2% |
| YTD | +67.9% | +13.4% | +54.5% | +62.1% |
| 1Y | +72.4% | +21.7% | +50.7% | +64.5% |
| 3Y | +48.4% | +45.8% | +2.6% | +36.9% |
| 5Y | +20.1% | +144.3% | -124.2% | +3.1% |
| 10Y | +768.1% | +41.8% | +726.4% | +749.4% |
| All | +768.1% | +45.1% | +723.0% | +749.4% |
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