+769.3%
ENTG vs ATI
+961.4%
-192.1%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -3.7% | -0.1% | -2.4% |
| 7D | +15.2% | +4.2% | +11.0% | +13.7% |
| 30D | -3.6% | -2.5% | -1.1% | -2.3% |
| 3M | -10.0% | -19.4% | +9.5% | -2.2% |
| 6M | +1.8% | +11.1% | -9.3% | -0.3% |
| YTD | +75.5% | +59.5% | +16.0% | +52.6% |
| 1Y | +82.4% | +85.8% | -3.4% | +50.9% |
| 3Y | +58.5% | +311.9% | -253.4% | -0.8% |
| 5Y | +0.4% | +963.2% | -962.9% | -51.9% |
| All | +769.3% | +961.4% | -192.1% | +294.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ATI.
Daily Out/Under-Performance
Portfolio return minus ATI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ATI 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 ATI 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