+769.3%
ENTG vs IAG
+389.3%
+380.0%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +1.1% | -4.8% | -3.9% |
| 7D | +15.2% | -7.7% | +22.9% | +16.4% |
| 30D | -3.6% | +1.6% | -5.2% | -4.0% |
| 3M | -10.0% | -2.4% | -7.5% | -9.9% |
| 6M | +1.8% | -7.8% | +9.6% | +2.4% |
| YTD | +75.5% | +5.0% | +70.5% | +72.9% |
| 1Y | +82.4% | +25.7% | +56.7% | +76.1% |
| 3Y | +58.5% | +694.5% | -636.0% | +23.2% |
| 5Y | +0.4% | +421.7% | -421.3% | -23.4% |
| All | +769.3% | +389.3% | +380.0% | +553.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 IAG 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