+1,754.0%
ENTG vs IAU
+751.7%
+1,002.2%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.8% | +2.1% | -0.1% |
| 7D | +22.8% | -5.5% | +28.3% | +24.1% |
| 30D | -4.9% | -7.0% | +2.1% | -3.6% |
| 3M | -4.8% | -12.3% | +7.5% | -2.4% |
| 6M | +5.6% | -17.9% | +23.5% | +9.5% |
| YTD | +82.4% | -10.3% | +92.7% | +87.0% |
| 1Y | +82.9% | -7.9% | +90.8% | +86.7% |
| 3Y | +62.1% | +98.7% | -36.5% | +48.9% |
| 5Y | +4.3% | +105.0% | -100.7% | -5.1% |
| 10Y | +793.4% | +207.7% | +585.8% | +685.7% |
| All | +1,754.0% | +751.7% | +1,002.2% | +1,444.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling