+1,566.2%
ENTG vs CG
+351.2%
+1,215.0%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.6% | +7.8% | +7.0% |
| 7D | +2.8% | -4.3% | +7.1% | +5.2% |
| 30D | -4.7% | -5.1% | +0.4% | -2.4% |
| 3M | -0.7% | +8.7% | -9.4% | -5.4% |
| 6M | +7.7% | -9.2% | +16.9% | +12.7% |
| YTD | +65.1% | -18.9% | +83.9% | +81.7% |
| 1Y | +74.8% | -25.6% | +100.4% | +101.7% |
| 3Y | +36.9% | +57.3% | -20.4% | +7.1% |
| 5Y | +16.1% | +10.2% | +6.0% | +5.4% |
| 10Y | +740.3% | +364.2% | +376.1% | +353.1% |
| All | +1,566.2% | +351.2% | +1,215.0% | +717.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 CG 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