+803.5%
ENTG vs GEN
+147.0%
+656.5%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.1% | +2.4% | +0.3% |
| 7D | +22.8% | -3.0% | +25.8% | +24.0% |
| 30D | -4.9% | +24.7% | -29.6% | -11.9% |
| 3M | -4.8% | +4.1% | -8.9% | -7.8% |
| 6M | +5.6% | +36.0% | -30.4% | -8.7% |
| YTD | +82.4% | +10.9% | +71.6% | +68.8% |
| 1Y | +82.9% | +12.2% | +70.7% | +68.6% |
| 3Y | +62.1% | +63.3% | -1.2% | +31.3% |
| 5Y | +4.3% | +29.0% | -24.7% | -10.6% |
| All | +803.5% | +147.0% | +656.5% | +453.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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