+0.2%
ENTG vs BEN
+28.2%
-28.0%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.4% | -4.2% | -4.2% |
| 7D | +15.2% | +6.8% | +8.4% | +9.3% |
| 30D | -3.6% | +18.0% | -21.6% | -15.9% |
| 3M | -10.0% | +7.5% | -17.4% | -15.1% |
| 6M | +1.8% | +14.7% | -12.9% | -9.2% |
| YTD | +75.5% | +56.1% | +19.4% | +20.2% |
| 1Y | +82.4% | +69.6% | +12.8% | +16.8% |
| 3Y | +58.5% | +87.7% | -29.2% | -13.3% |
| All | +0.2% | +28.2% | -28.0% | -25.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 5y: compounded portfolio wealth divided by compounded BEN 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…
5y analysis · Full analysis span regression · 6 months rolling