+20.1%
ENTG vs HAS
+10.2%
+9.9%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.4% | +4.1% | +3.2% |
| 7D | +8.9% | -3.1% | +12.0% | +11.1% |
| 30D | -7.2% | -2.7% | -4.5% | -5.9% |
| 3M | +6.4% | +8.9% | -2.5% | -0.4% |
| 6M | +25.7% | -2.9% | +28.6% | +25.1% |
| YTD | +67.9% | +12.6% | +55.2% | +50.8% |
| 1Y | +72.4% | +17.5% | +54.9% | +50.6% |
| 3Y | +48.4% | +46.2% | +2.2% | +10.0% |
| 5Y | +20.1% | +12.6% | +7.5% | +17.0% |
| All | +20.1% | +10.2% | +9.9% | +17.0% |
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