+1,197.2%
ENTG vs BEN
+586.5%
+610.7%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +3.5% | +2.6% | +3.5% |
| 7D | +2.8% | +0.2% | +2.6% | +2.7% |
| 30D | -4.7% | -0.5% | -4.1% | -4.2% |
| 3M | -0.7% | +9.7% | -10.5% | -7.2% |
| 6M | +7.7% | +33.9% | -26.2% | -13.7% |
| YTD | +65.1% | +49.0% | +16.1% | +22.1% |
| 1Y | +74.8% | +42.1% | +32.7% | +33.7% |
| 3Y | +36.9% | +51.9% | -15.0% | -3.4% |
| 5Y | +16.1% | +39.0% | -22.9% | -12.3% |
| 10Y | +740.3% | +57.9% | +682.5% | +388.8% |
| All | +1,197.2% | +586.5% | +610.7% | +111.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling