+782.9%
ENTG vs HIG
+313.7%
+469.3%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.3% | +2.5% | +2.3% |
| 7D | +1.2% | -1.5% | +2.6% | +1.7% |
| 30D | -12.9% | -0.4% | -12.5% | -12.9% |
| 3M | -3.1% | +6.7% | -9.7% | -6.5% |
| 6M | +21.0% | +2.0% | +19.0% | +18.1% |
| YTD | +67.0% | +0.3% | +66.7% | +63.9% |
| 1Y | +68.6% | +4.2% | +64.4% | +62.2% |
| 3Y | +48.6% | +102.2% | -53.6% | +7.0% |
| 5Y | +18.6% | +118.5% | -99.9% | -16.6% |
| All | +782.9% | +313.7% | +469.3% | +380.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 10y: compounded portfolio wealth divided by compounded HIG 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…
10y analysis · Full analysis span regression · 6 months rolling