+61.7%
ENTG vs HST
+55.2%
+6.4%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +5.3% | +3.0% | +3.9% |
| 7D | -9.3% | +0.6% | -9.9% | -9.3% |
| 30D | -16.4% | +14.5% | -30.8% | -23.6% |
| 3M | -3.8% | +15.4% | -19.3% | -13.1% |
| 6M | -6.9% | +22.0% | -28.9% | -22.7% |
| YTD | +65.0% | +54.9% | +10.1% | +7.3% |
| 1Y | +61.7% | +54.0% | +7.7% | +5.6% |
| All | +61.7% | +55.2% | +6.4% | +5.6% |
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