+80.7%
ENTG vs IAU
+20.3%
+60.4%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.9% | +0.5% | +0.9% |
| 7D | +8.9% | +0.2% | +8.8% | +8.7% |
| 30D | -0.8% | +0.2% | -1.0% | -1.0% |
| 3M | +6.6% | +3.3% | +3.3% | +4.5% |
| 6M | +22.1% | -14.6% | +36.6% | +28.7% |
| YTD | +70.2% | +1.9% | +68.3% | +75.5% |
| All | +80.7% | +20.3% | +60.4% | +79.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 IAU 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