+811.7%
ENTG vs EMB
+29.7%
+782.0%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.2% | +1.6% | +1.8% |
| 7D | +8.9% | 0.0% | +8.9% | +8.9% |
| 30D | -0.8% | -0.3% | -0.5% | -0.3% |
| 3M | +6.6% | -0.3% | +6.8% | +8.0% |
| 6M | +22.1% | +0.7% | +21.3% | +22.4% |
| YTD | +70.2% | +1.3% | +68.9% | +69.5% |
| 1Y | +76.7% | +4.7% | +72.0% | +66.5% |
| 3Y | +50.5% | +30.1% | +20.4% | +0.7% |
| 5Y | +21.8% | +6.9% | +14.9% | +11.8% |
| 10Y | +811.7% | +30.7% | +781.0% | +594.0% |
| All | +811.7% | +29.7% | +782.0% | +594.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 EMB 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