+1,243.8%
ENTG vs CAPR
-99.1%
+1,342.8%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +1.3% | +4.9% | +6.1% |
| 7D | +2.8% | -2.0% | +4.8% | +2.9% |
| 30D | -4.7% | +139.2% | -143.9% | -7.7% |
| 3M | -0.7% | -66.4% | +65.6% | +0.5% |
| 6M | +7.7% | -63.1% | +70.9% | +8.6% |
| YTD | +65.1% | -67.4% | +132.5% | +66.8% |
| 1Y | +74.8% | +58.2% | +16.5% | +57.1% |
| 3Y | +36.9% | +42.2% | -5.3% | +18.7% |
| 5Y | +16.1% | +87.3% | -71.1% | -1.6% |
| 10Y | +740.3% | -75.3% | +815.6% | +562.2% |
| All | +1,243.8% | -99.1% | +1,342.8% | +818.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 CAPR 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