+803.5%
ENTG vs IBB
+127.7%
+675.7%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.2% | +1.5% | +1.5% |
| 7D | +22.8% | +1.6% | +21.2% | +21.1% |
| 30D | -4.9% | +6.7% | -11.6% | -10.4% |
| 3M | -4.8% | +6.3% | -11.2% | -11.4% |
| 6M | +5.6% | +23.9% | -18.3% | -16.1% |
| YTD | +82.4% | +26.6% | +55.8% | +41.6% |
| 1Y | +82.9% | +29.6% | +53.2% | +38.4% |
| 3Y | +62.1% | +86.1% | -23.9% | -13.2% |
| 5Y | +4.3% | +40.3% | -36.0% | -26.1% |
| All | +803.5% | +127.7% | +675.7% | +340.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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