+42.1%
ENTG vs AR
+19.9%
+22.2%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.8% | +3.4% | +2.8% |
| 7D | -17.1% | -14.3% | -2.8% | -14.2% |
| 30D | -23.0% | +1.4% | -24.4% | -23.2% |
| 3M | -10.2% | +3.4% | -13.6% | -11.4% |
| 6M | -17.8% | -2.1% | -15.7% | -18.4% |
| YTD | +52.4% | +4.7% | +47.7% | +44.0% |
| 1Y | +49.8% | +10.6% | +39.2% | +38.0% |
| 3Y | +42.1% | +24.6% | +17.5% | +25.6% |
| All | +42.1% | +19.9% | +22.2% | +25.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling