+721.8%
ENTG vs DOC
+15.7%
+706.1%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.7% | +1.9% | +2.3% |
| 7D | -17.1% | +6.5% | -23.6% | -19.5% |
| 30D | -23.0% | +9.2% | -32.2% | -26.5% |
| 3M | -10.2% | -2.5% | -7.7% | -10.0% |
| 6M | -17.8% | +7.1% | -24.8% | -21.7% |
| YTD | +52.4% | +33.0% | +19.4% | +29.9% |
| 1Y | +49.8% | +23.3% | +26.5% | +32.1% |
| 3Y | +42.1% | +44.9% | -2.8% | +15.3% |
| 5Y | -10.2% | -21.6% | +11.4% | -4.9% |
| All | +721.8% | +15.7% | +706.1% | +656.3% |
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