+701.1%
ENTG vs DOC
+14.9%
+686.2%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.7% | -0.2% | -12.4% | -12.6% |
| 7D | -22.0% | +6.2% | -28.3% | -24.2% |
| 30D | -25.2% | +6.5% | -31.7% | -27.8% |
| 3M | -14.2% | -6.2% | -8.0% | -12.5% |
| 6M | -16.3% | +25.6% | -41.9% | -26.6% |
| YTD | +48.5% | +32.1% | +16.4% | +27.0% |
| 1Y | +41.4% | +20.3% | +21.1% | +26.1% |
| 3Y | +36.7% | +42.7% | -6.1% | +11.7% |
| 5Y | -12.5% | -22.2% | +9.7% | -7.0% |
| All | +701.1% | +14.9% | +686.2% | +639.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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