+1,197.2%
ENTG vs ED
+972.0%
+225.2%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.3% | +7.5% | +6.7% |
| 7D | +2.8% | -0.2% | +3.0% | +2.9% |
| 30D | -4.7% | -0.1% | -4.5% | -4.7% |
| 3M | -0.7% | +3.9% | -4.7% | -3.2% |
| 6M | +7.7% | -3.0% | +10.8% | +7.4% |
| YTD | +65.1% | +10.7% | +54.4% | +55.5% |
| 1Y | +74.8% | +13.3% | +61.4% | +61.8% |
| 3Y | +36.9% | +34.5% | +2.4% | +11.8% |
| 5Y | +16.1% | +67.1% | -51.0% | -16.8% |
| 10Y | +740.3% | +103.0% | +637.3% | +393.4% |
| All | +1,197.2% | +972.0% | +225.2% | +300.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling