+764.3%
ENTG vs ED
+109.0%
+655.2%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.7% | -3.2% | -3.9% |
| 7D | +5.1% | -1.9% | +7.0% | +5.2% |
| 30D | -8.5% | +0.1% | -8.6% | -8.5% |
| 3M | +6.7% | 0.0% | +6.7% | +6.5% |
| 6M | +17.7% | -2.5% | +20.2% | +17.6% |
| YTD | +63.5% | +10.1% | +53.4% | +60.9% |
| 1Y | +73.6% | +13.6% | +60.0% | +69.8% |
| 3Y | +44.6% | +32.4% | +12.1% | +33.6% |
| 5Y | +16.1% | +69.9% | -53.7% | +0.6% |
| All | +764.3% | +109.0% | +655.2% | +664.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 ED 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