+768.1%
ENTG vs FE
+113.1%
+655.0%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.7% | +2.4% | +1.9% |
| 7D | +8.9% | +0.6% | +8.3% | +8.7% |
| 30D | -7.2% | -2.1% | -5.1% | -6.6% |
| 3M | +6.4% | +2.6% | +3.8% | +5.0% |
| 6M | +25.7% | -6.8% | +32.5% | +27.8% |
| YTD | +67.9% | +6.9% | +61.0% | +63.0% |
| 1Y | +72.4% | +11.6% | +60.8% | +64.5% |
| 3Y | +48.4% | +47.7% | +0.7% | +25.4% |
| 5Y | +20.1% | +46.2% | -26.1% | +1.6% |
| 10Y | +768.1% | +109.2% | +659.0% | +630.6% |
| All | +768.1% | +113.1% | +655.0% | +630.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 FE 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