+65.7%
ENTG vs IBN
+4.2%
+61.5%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | +3.8% | -10.2% | -7.6% |
| 7D | -10.3% | +8.9% | -19.2% | -13.1% |
| 30D | -14.4% | +12.6% | -27.0% | -19.5% |
| 3M | -1.1% | +3.1% | -4.2% | -1.8% |
| 6M | +3.0% | +20.6% | -17.6% | -10.4% |
| YTD | +70.1% | +5.8% | +64.3% | +60.5% |
| 1Y | +65.7% | +3.7% | +62.1% | +57.0% |
| All | +65.7% | +4.2% | +61.5% | +57.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 1y: compounded portfolio wealth divided by compounded IBN 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…
1y analysis · Full analysis span regression · 6 months rolling