+48.4%
ENTG vs IAU
+125.1%
-76.7%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.7% | +3.4% | +2.5% |
| 7D | +8.9% | +0.7% | +8.2% | +8.5% |
| 30D | -7.2% | +0.3% | -7.6% | -7.4% |
| 3M | +6.4% | +0.7% | +5.7% | +5.9% |
| 6M | +25.7% | -15.5% | +41.2% | +32.7% |
| YTD | +67.9% | +1.0% | +66.9% | +69.4% |
| 1Y | +72.4% | +19.6% | +52.8% | +65.4% |
| 3Y | +48.4% | +125.4% | -77.0% | +20.3% |
| All | +48.4% | +125.1% | -76.7% | +20.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling