+1,418.1%
ENTG vs CDW
+903.1%
+515.0%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.0% | +7.2% | +6.8% |
| 7D | +2.8% | +3.2% | -0.3% | +0.7% |
| 30D | -4.7% | +9.3% | -14.0% | -10.7% |
| 3M | -0.7% | +9.8% | -10.5% | -9.0% |
| 6M | +7.7% | +23.3% | -15.6% | -13.5% |
| YTD | +65.1% | +13.7% | +51.4% | +38.6% |
| 1Y | +74.8% | -6.5% | +81.3% | +68.9% |
| 3Y | +36.9% | -25.2% | +62.1% | +56.5% |
| 5Y | +16.1% | -19.5% | +35.6% | +27.4% |
| 10Y | +740.3% | +285.8% | +454.5% | +327.3% |
| All | +1,418.1% | +903.1% | +515.0% | +537.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling