+21.8%
ENTG vs HBM
+392.2%
-370.4%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.6% | +2.0% | +1.6% |
| 7D | +8.9% | +5.5% | +3.4% | +6.5% |
| 30D | -0.8% | +3.3% | -4.1% | -2.5% |
| 3M | +6.6% | +12.7% | -6.1% | +1.1% |
| 6M | +22.1% | +28.2% | -6.1% | +9.4% |
| YTD | +70.2% | +45.3% | +24.9% | +43.1% |
| 1Y | +76.7% | +121.7% | -45.0% | +25.8% |
| 3Y | +50.5% | +523.5% | -473.0% | -28.2% |
| 5Y | +21.8% | +393.9% | -372.1% | -39.7% |
| All | +21.8% | +392.2% | -370.4% | -39.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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