+743.3%
ENTG vs ED
+136.7%
+606.6%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.8% | -1.8% | -1.1% |
| 7D | -9.3% | +2.1% | -11.4% | -9.3% |
| 30D | -16.4% | +12.4% | -28.8% | -16.8% |
| 3M | -3.8% | +13.1% | -17.0% | -4.4% |
| 6M | -6.9% | +14.1% | -21.0% | -7.8% |
| YTD | +65.0% | +23.1% | +41.9% | +61.6% |
| 1Y | +61.7% | +25.4% | +36.2% | +57.8% |
| 3Y | +46.6% | +47.9% | -1.2% | +34.8% |
| 5Y | -2.7% | +81.9% | -84.6% | -15.4% |
| 10Y | +743.3% | +141.3% | +602.0% | +630.6% |
| All | +743.3% | +136.7% | +606.6% | +630.6% |
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