+74.8%
ENTG vs HST
+38.1%
+36.7%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.3% | +5.9% | +5.9% |
| 7D | +2.8% | -1.0% | +3.9% | +3.6% |
| 30D | -4.7% | -12.3% | +7.6% | +4.9% |
| 3M | -0.7% | -6.4% | +5.6% | +2.3% |
| 6M | +7.7% | +15.0% | -7.3% | -7.8% |
| YTD | +65.1% | +30.5% | +34.6% | +27.3% |
| 1Y | +74.8% | +35.7% | +39.1% | +25.7% |
| All | +74.8% | +38.1% | +36.7% | +25.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HST.
Daily Out/Under-Performance
Portfolio return minus HST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HST 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 1y: compounded portfolio wealth divided by compounded HST 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…
1y analysis · Full analysis span regression · 6 months rolling