+743.3%
ENTG vs D
+44.7%
+698.6%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.2% | -1.3% | -1.1% |
| 7D | -9.3% | +2.4% | -11.7% | -9.9% |
| 30D | -16.4% | +10.9% | -27.3% | -18.9% |
| 3M | -3.8% | +2.8% | -6.7% | -4.9% |
| 6M | -6.9% | +12.7% | -19.6% | -10.8% |
| YTD | +65.0% | +20.3% | +44.7% | +54.7% |
| 1Y | +61.7% | +17.1% | +44.6% | +52.6% |
| 3Y | +46.6% | +75.1% | -28.5% | +19.2% |
| 5Y | -2.7% | +13.1% | -15.8% | -8.9% |
| 10Y | +743.3% | +48.3% | +695.0% | +670.5% |
| All | +743.3% | +44.7% | +698.6% | +670.5% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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