+1,197.2%
ENTG vs EIX
+529.8%
+667.4%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.8% | +5.3% | +5.9% |
| 7D | +2.8% | -19.1% | +21.9% | +8.5% |
| 30D | -4.7% | -16.9% | +12.2% | -0.5% |
| 3M | -0.7% | -20.0% | +19.3% | +4.1% |
| 6M | +7.7% | -21.3% | +29.0% | +13.5% |
| YTD | +65.1% | -1.7% | +66.8% | +60.8% |
| 1Y | +74.8% | +9.6% | +65.2% | +63.4% |
| 3Y | +36.9% | -3.7% | +40.6% | +31.1% |
| 5Y | +16.1% | +22.6% | -6.5% | +1.7% |
| 10Y | +740.3% | +17.7% | +722.7% | +604.8% |
| All | +1,197.2% | +529.8% | +667.4% | +574.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 EIX 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