+0.2%
ENTG vs HAS
+48.2%
-48.0%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.8% | -3.0% | -3.3% |
| 7D | +15.2% | +1.4% | +13.8% | +14.4% |
| 30D | -3.6% | +26.3% | -29.9% | -17.4% |
| 3M | -10.0% | +25.6% | -35.6% | -22.9% |
| 6M | +1.8% | +30.3% | -28.5% | -16.3% |
| YTD | +75.5% | +50.4% | +25.1% | +29.8% |
| 1Y | +82.4% | +57.7% | +24.7% | +30.5% |
| 3Y | +58.5% | +213.4% | -154.9% | -30.5% |
| All | +0.2% | +48.2% | -48.0% | -19.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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