+1,511.6%
ENTG vs IBB
+566.2%
+945.4%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.7% | +0.9% | +1.0% |
| 7D | -17.1% | -1.8% | -15.3% | -15.5% |
| 30D | -23.0% | +5.1% | -28.1% | -26.3% |
| 3M | -10.2% | +10.7% | -20.9% | -19.3% |
| 6M | -17.8% | +22.9% | -40.7% | -33.1% |
| YTD | +52.4% | +26.7% | +25.7% | +20.4% |
| 1Y | +49.8% | +35.1% | +14.7% | +11.1% |
| 3Y | +42.1% | +80.2% | -38.1% | -17.7% |
| 5Y | -10.2% | +37.8% | -48.1% | -32.1% |
| 10Y | +756.0% | +161.2% | +594.8% | +254.1% |
| All | +1,511.6% | +566.2% | +945.4% | +116.3% |
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