+811.7%
ENTG vs CFG
+308.1%
+503.6%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.9% | +2.3% | +1.8% |
| 7D | +8.9% | -0.6% | +9.5% | +9.2% |
| 30D | -0.8% | -4.5% | +3.7% | +1.6% |
| 3M | +6.6% | +6.3% | +0.2% | +3.3% |
| 6M | +22.1% | +20.6% | +1.5% | +11.4% |
| YTD | +70.2% | +21.2% | +48.9% | +55.2% |
| 1Y | +76.7% | +38.2% | +38.5% | +51.7% |
| 3Y | +50.5% | +185.9% | -135.5% | -7.4% |
| 5Y | +21.8% | +97.0% | -75.2% | -12.5% |
| 10Y | +811.7% | +306.8% | +504.9% | +354.2% |
| All | +811.7% | +308.1% | +503.6% | +354.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CFG.
Daily Out/Under-Performance
Portfolio return minus CFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CFG 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 CFG 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