+1,196.5%
ENTG vs GEN
+1,243.2%
-46.7%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.7% | -1.8% | -1.4% |
| 7D | -9.3% | +1.0% | -10.3% | -9.8% |
| 30D | -16.4% | +29.1% | -45.4% | -26.0% |
| 3M | -3.8% | +2.9% | -6.8% | -8.0% |
| 6M | -6.9% | +33.6% | -40.5% | -22.2% |
| YTD | +65.0% | +12.0% | +52.9% | +46.9% |
| 1Y | +61.7% | +16.2% | +45.5% | +41.7% |
| 3Y | +46.6% | +65.1% | -18.4% | +9.6% |
| 5Y | -2.7% | +33.3% | -36.0% | -22.2% |
| 10Y | +743.3% | +149.7% | +593.6% | +349.5% |
| All | +1,196.5% | +1,243.2% | -46.7% | +225.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling