+20.1%
ENTG vs IBB
+20.0%
+0.1%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.2% | +3.9% | +4.1% |
| 7D | +8.9% | -1.7% | +10.6% | +10.8% |
| 30D | -7.2% | +4.9% | -12.1% | -13.3% |
| 3M | +6.4% | +24.2% | -17.8% | -18.6% |
| 6M | +25.7% | +23.8% | +1.8% | -3.8% |
| YTD | +67.9% | +23.0% | +44.9% | +29.4% |
| 1Y | +72.4% | +46.2% | +26.2% | +7.9% |
| 3Y | +48.4% | +64.8% | -16.4% | -19.0% |
| 5Y | +20.1% | +20.9% | -0.8% | -9.8% |
| All | +20.1% | +20.0% | +0.1% | -9.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling