+1,197.2%
ENTG vs CAG
+149.5%
+1,047.7%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.9% | +7.0% | +6.5% |
| 7D | +2.8% | -3.8% | +6.6% | +4.1% |
| 30D | -4.7% | +3.1% | -7.8% | -5.8% |
| 3M | -0.7% | +23.5% | -24.2% | -9.4% |
| 6M | +7.7% | -14.8% | +22.6% | +11.9% |
| YTD | +65.1% | -5.4% | +70.5% | +64.0% |
| 1Y | +74.8% | -11.8% | +86.6% | +77.1% |
| 3Y | +36.9% | -36.7% | +73.6% | +53.1% |
| 5Y | +16.1% | -40.3% | +56.4% | +29.6% |
| 10Y | +740.3% | -37.0% | +777.3% | +725.8% |
| All | +1,197.2% | +149.5% | +1,047.7% | +512.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CAG.
Daily Out/Under-Performance
Portfolio return minus CAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAG 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 CAG 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