+11,769.2%
ENTG vs HBM
+456.2%
+11,313.0%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.1% | -2.7% | -3.4% |
| 7D | +15.2% | +2.2% | +12.9% | +14.5% |
| 30D | -3.6% | -11.8% | +8.2% | +0.8% |
| 3M | -10.0% | -19.2% | +9.3% | -3.3% |
| 6M | +1.8% | -22.9% | +24.7% | +10.7% |
| YTD | +75.5% | +7.8% | +67.7% | +70.0% |
| 1Y | +82.4% | +34.9% | +47.5% | +65.1% |
| 3Y | +58.5% | +422.2% | -363.7% | -6.0% |
| 5Y | +0.4% | +192.8% | -192.5% | -33.9% |
| 10Y | +759.6% | +281.1% | +478.5% | +323.7% |
| All | +11,769.2% | +456.2% | +11,313.0% | +2,764.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling