+764.3%
ENTG vs IBN
+316.4%
+447.8%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.6% | -3.4% | -3.7% |
| 7D | +5.1% | -5.5% | +10.6% | +7.7% |
| 30D | -8.5% | -3.4% | -5.1% | -7.3% |
| 3M | +6.7% | +8.7% | -2.0% | +2.6% |
| 6M | +17.7% | +3.7% | +14.0% | +15.6% |
| YTD | +63.5% | -2.4% | +65.9% | +64.8% |
| 1Y | +73.6% | -8.1% | +81.7% | +78.9% |
| 3Y | +44.6% | +26.3% | +18.2% | +28.8% |
| 5Y | +16.1% | +54.9% | -38.8% | -4.4% |
| All | +764.3% | +316.4% | +447.8% | +424.5% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling