+1,342.9%
ENTG vs CAG
+141.8%
+1,201.1%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.3% | -2.4% | +13.7% | +12.0% |
| 7D | +7.9% | -1.8% | +9.7% | +8.3% |
| 30D | -3.6% | +9.7% | -13.2% | -7.8% |
| 3M | +2.7% | +0.5% | +2.3% | +0.7% |
| 6M | +3.6% | +8.9% | -5.4% | -2.9% |
| YTD | +83.6% | -8.4% | +92.0% | +81.5% |
| 1Y | +84.9% | -8.3% | +93.2% | +82.5% |
| 3Y | +63.2% | -36.1% | +99.3% | +79.1% |
| 5Y | +4.9% | -40.1% | +45.1% | +14.9% |
| 10Y | +799.3% | -36.9% | +836.2% | +769.0% |
| All | +1,342.9% | +141.8% | +1,201.1% | +577.9% |
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