+743.3%
ENTG vs DRI
+343.2%
+400.1%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -0.9% |
| 7D | -9.3% | +4.2% | -13.5% | -10.8% |
| 30D | -16.4% | +15.7% | -32.0% | -21.4% |
| 3M | -3.8% | +5.8% | -9.6% | -6.8% |
| 6M | -6.9% | +18.4% | -25.4% | -14.5% |
| YTD | +65.0% | +28.2% | +36.8% | +46.0% |
| 1Y | +61.7% | +35.9% | +25.8% | +39.6% |
| 3Y | +46.6% | +67.7% | -21.1% | +15.4% |
| 5Y | -2.7% | +77.9% | -80.6% | -24.9% |
| 10Y | +743.3% | +338.7% | +404.6% | +416.7% |
| All | +743.3% | +343.2% | +400.1% | +416.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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