+782.9%
ENTG vs AZO
+296.8%
+486.1%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.2% | +2.3% | +2.2% |
| 7D | +1.2% | -3.6% | +4.7% | +2.4% |
| 30D | -12.9% | -5.6% | -7.3% | -11.4% |
| 3M | -3.1% | -6.6% | +3.6% | -1.8% |
| 6M | +21.0% | -22.5% | +43.5% | +30.4% |
| YTD | +67.0% | -15.2% | +82.2% | +74.0% |
| 1Y | +68.6% | -33.9% | +102.6% | +91.7% |
| 3Y | +48.6% | +11.8% | +36.8% | +32.7% |
| 5Y | +18.6% | +85.5% | -66.9% | -15.4% |
| All | +782.9% | +296.8% | +486.1% | +400.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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