+1,097.4%
ENTG vs HAS
+1,327.5%
-230.0%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.5% | +3.1% | +2.9% |
| 7D | -17.1% | -0.2% | -17.0% | -17.1% |
| 30D | -23.0% | +31.0% | -54.0% | -34.1% |
| 3M | -10.2% | +30.7% | -40.9% | -23.4% |
| 6M | -17.8% | +23.9% | -41.7% | -28.6% |
| YTD | +52.4% | +48.3% | +4.1% | +19.5% |
| 1Y | +49.8% | +60.2% | -10.4% | +12.6% |
| 3Y | +42.1% | +189.2% | -147.1% | -23.1% |
| 5Y | -10.2% | +50.4% | -60.6% | -31.7% |
| 10Y | +756.0% | +104.2% | +651.8% | +383.9% |
| All | +1,097.4% | +1,327.5% | -230.0% | +130.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling