+74.8%
ENTG vs FND
-36.4%
+111.1%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +1.7% | +4.4% | +5.4% |
| 7D | +2.8% | -5.2% | +8.1% | +5.3% |
| 30D | -4.7% | -19.9% | +15.2% | +5.4% |
| 3M | -0.7% | +2.7% | -3.5% | -2.8% |
| 6M | +7.7% | -21.7% | +29.4% | +20.0% |
| YTD | +65.1% | -17.5% | +82.6% | +74.9% |
| 1Y | +74.8% | -39.3% | +114.1% | +125.9% |
| All | +74.8% | -36.4% | +111.1% | +125.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 1y: compounded portfolio wealth divided by compounded FND 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…
1y analysis · Full analysis span regression · 6 months rolling