+1,197.2%
ENTG vs HAS
+1,010.8%
+186.4%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.5% | +6.7% | +6.4% |
| 7D | +2.8% | -1.8% | +4.6% | +3.9% |
| 30D | -4.7% | +2.3% | -6.9% | -6.0% |
| 3M | -0.7% | +10.4% | -11.1% | -6.6% |
| 6M | +7.7% | -3.2% | +11.0% | +7.9% |
| YTD | +65.1% | +15.4% | +49.7% | +50.1% |
| 1Y | +74.8% | +18.8% | +56.0% | +56.7% |
| 3Y | +36.9% | +43.9% | -7.0% | +8.2% |
| 5Y | +16.1% | +13.9% | +2.2% | +3.7% |
| 10Y | +740.3% | +56.4% | +683.9% | +454.1% |
| All | +1,197.2% | +1,010.8% | +186.4% | +189.3% |
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