+1,236.7%
ENTG vs DOC
+629.7%
+607.1%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | +3.1% | -9.6% | -8.1% |
| 7D | -10.3% | +8.7% | -19.1% | -14.4% |
| 30D | -14.4% | +7.6% | -22.0% | -18.5% |
| 3M | -1.1% | -5.3% | +4.2% | +0.5% |
| 6M | +3.0% | +27.6% | -24.6% | -12.4% |
| YTD | +70.1% | +32.4% | +37.7% | +41.5% |
| 1Y | +65.7% | +22.9% | +42.9% | +43.2% |
| 3Y | +56.5% | +43.1% | +13.4% | +23.0% |
| 5Y | -1.9% | -21.4% | +19.5% | +6.0% |
| 10Y | +855.6% | +16.8% | +838.7% | +645.9% |
| All | +1,236.7% | +629.7% | +607.1% | +344.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling