+1,645.9%
ENTG vs IBB
+560.8%
+1,085.1%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.9% | +7.0% | +7.0% |
| 7D | +2.8% | +1.4% | +1.4% | +1.4% |
| 30D | -4.7% | +10.5% | -15.2% | -14.0% |
| 3M | -0.7% | +23.6% | -24.4% | -19.4% |
| 6M | +7.7% | +22.6% | -14.9% | -12.0% |
| YTD | +65.1% | +25.7% | +39.4% | +31.6% |
| 1Y | +74.8% | +51.4% | +23.4% | +17.0% |
| 3Y | +36.9% | +64.4% | -27.5% | -13.5% |
| 5Y | +16.1% | +22.1% | -6.0% | -1.9% |
| 10Y | +740.3% | +132.5% | +607.9% | +285.2% |
| All | +1,645.9% | +560.8% | +1,085.1% | +136.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling