+21.8%
ENTG vs FND
-61.3%
+83.1%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.7% | +2.1% | +1.8% |
| 7D | +8.9% | -0.8% | +9.7% | +9.2% |
| 30D | -0.8% | -19.6% | +18.8% | +11.3% |
| 3M | +6.6% | -4.3% | +10.9% | +7.8% |
| 6M | +22.1% | -20.4% | +42.5% | +34.9% |
| YTD | +70.2% | -21.9% | +92.0% | +88.2% |
| 1Y | +76.7% | -45.2% | +121.9% | +138.6% |
| 3Y | +50.5% | -49.2% | +99.7% | +98.3% |
| 5Y | +21.8% | -61.8% | +83.6% | +76.5% |
| All | +21.8% | -61.3% | +83.1% | +76.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling