+49.3%
ENTG vs AR
+5.2%
+44.1%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.8% | +3.4% | +2.4% |
| 7D | -17.1% | -14.3% | -2.8% | -20.7% |
| 30D | -23.0% | +1.4% | -24.4% | -22.0% |
| 3M | -10.2% | +3.4% | -13.6% | -7.9% |
| 6M | -17.8% | -2.1% | -15.7% | -15.6% |
| YTD | +52.4% | +4.7% | +47.7% | +53.8% |
| All | +49.3% | +5.2% | +44.1% | +48.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling