+82.9%
ENTG vs HST
+53.7%
+29.1%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.4% | +0.1% |
| 7D | +22.8% | +3.6% | +19.2% | +19.3% |
| 30D | -4.9% | +9.9% | -14.8% | -10.4% |
| 3M | -4.8% | +12.9% | -17.8% | -12.4% |
| 6M | +5.6% | +22.9% | -17.3% | -13.2% |
| YTD | +82.4% | +52.4% | +30.0% | +20.6% |
| 1Y | +82.9% | +52.5% | +30.3% | +20.3% |
| All | +82.9% | +53.7% | +29.1% | +20.3% |
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