+74.8%
ENTG vs AS
-21.9%
+96.7%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +3.6% | +2.6% | +4.5% |
| 7D | +2.8% | -4.9% | +7.7% | +5.3% |
| 30D | -4.7% | -19.6% | +14.9% | +5.4% |
| 3M | -0.7% | -14.4% | +13.7% | +5.8% |
| 6M | +7.7% | -20.1% | +27.8% | +17.7% |
| YTD | +65.1% | -20.9% | +86.0% | +80.2% |
| 1Y | +74.8% | -21.9% | +96.6% | +87.8% |
| All | +74.8% | -21.9% | +96.7% | +87.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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