+811.7%
ENTG vs GEN
+150.6%
+661.1%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.2% | +1.5% | +1.4% |
| 7D | +8.9% | -2.9% | +11.8% | +9.9% |
| 30D | -0.8% | +2.1% | -2.9% | -1.8% |
| 3M | +6.6% | +19.7% | -13.2% | -1.2% |
| 6M | +22.1% | +33.3% | -11.2% | +7.2% |
| YTD | +70.2% | +11.1% | +59.1% | +59.9% |
| 1Y | +76.7% | +3.0% | +73.7% | +71.0% |
| 3Y | +50.5% | +57.9% | -7.4% | +25.0% |
| 5Y | +21.8% | +20.6% | +1.2% | +8.1% |
| 10Y | +811.7% | +153.2% | +658.5% | +475.2% |
| All | +811.7% | +150.6% | +661.1% | +475.2% |
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