+1,237.3%
ENTG vs AZO
+11,781.5%
-10,544.2%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.4% | +2.8% | +2.1% |
| 7D | +8.9% | -0.8% | +9.7% | +9.3% |
| 30D | -0.8% | -5.1% | +4.3% | +1.5% |
| 3M | +6.6% | -7.2% | +13.8% | +8.8% |
| 6M | +22.1% | -20.7% | +42.8% | +33.6% |
| YTD | +70.2% | -14.2% | +84.3% | +78.6% |
| 1Y | +76.7% | -32.2% | +108.9% | +106.9% |
| 3Y | +50.5% | +11.1% | +39.3% | +31.5% |
| 5Y | +21.8% | +87.6% | -65.8% | -21.2% |
| 10Y | +811.7% | +302.9% | +508.8% | +258.7% |
| All | +1,237.3% | +11,781.5% | -10,544.2% | -5.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling