+770.1%
ENTG vs CDW
+325.6%
+444.4%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +4.8% | +4.6% | +6.3% |
| 7D | -7.6% | +9.3% | -16.9% | -13.4% |
| 30D | -15.5% | +15.8% | -31.2% | -24.4% |
| 3M | -7.8% | +21.8% | -29.6% | -21.7% |
| 6M | -5.9% | +58.8% | -64.7% | -37.1% |
| YTD | +66.7% | +22.8% | +44.0% | +27.6% |
| 1Y | +62.1% | +17.9% | +44.2% | +28.5% |
| 3Y | +56.3% | -17.4% | +73.7% | +64.8% |
| 5Y | -3.8% | -5.7% | +1.9% | -6.8% |
| 10Y | +770.1% | +319.5% | +450.6% | +282.6% |
| All | +770.1% | +325.6% | +444.4% | +282.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CDW.
Daily Out/Under-Performance
Portfolio return minus CDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDW 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 CDW 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