+16.2%
ENTG vs GEN
+24.6%
-8.4%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -2.2% | +8.3% | +7.0% |
| 7D | +2.8% | -1.2% | +4.0% | +3.3% |
| 30D | -4.7% | +10.1% | -14.8% | -8.5% |
| 3M | -0.7% | +16.1% | -16.8% | -7.7% |
| 6M | +7.7% | +38.9% | -31.1% | -9.4% |
| YTD | +65.1% | +14.4% | +50.6% | +52.9% |
| 1Y | +74.8% | +5.9% | +68.9% | +68.5% |
| 3Y | +36.9% | +58.8% | -21.9% | +9.3% |
| All | +16.2% | +24.6% | -8.4% | -5.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling