+782.9%
ENTG vs BR
+189.7%
+593.3%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.3% | +2.5% | +2.3% |
| 7D | +1.2% | -3.0% | +4.1% | +3.0% |
| 30D | -12.9% | -0.3% | -12.6% | -13.3% |
| 3M | -3.1% | +17.3% | -20.4% | -15.2% |
| 6M | +21.0% | -6.7% | +27.7% | +22.5% |
| YTD | +67.0% | -23.4% | +90.4% | +91.9% |
| 1Y | +68.6% | -32.7% | +101.3% | +113.5% |
| 3Y | +48.6% | -5.9% | +54.5% | +42.3% |
| 5Y | +18.6% | +8.4% | +10.2% | +0.6% |
| All | +782.9% | +189.7% | +593.3% | +296.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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