+811.7%
ENTG vs IBB
+122.2%
+689.5%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.9% | +2.3% | +2.2% |
| 7D | +8.9% | -3.9% | +12.8% | +13.0% |
| 30D | -0.8% | +2.7% | -3.6% | -4.4% |
| 3M | +6.6% | +21.4% | -14.8% | -13.1% |
| 6M | +22.1% | +20.1% | +2.0% | +0.4% |
| YTD | +70.2% | +21.9% | +48.3% | +37.9% |
| 1Y | +76.7% | +44.1% | +32.6% | +21.2% |
| 3Y | +50.5% | +63.4% | -12.9% | -7.3% |
| 5Y | +21.8% | +19.8% | +2.0% | 0.0% |
| 10Y | +811.7% | +127.0% | +684.7% | +365.5% |
| All | +811.7% | +122.2% | +689.5% | +365.5% |
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