+799.7%
ENTG vs IBN
+318.9%
+480.8%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.7% | +3.1% | +2.1% |
| 7D | +8.9% | -5.1% | +14.0% | +11.4% |
| 30D | -0.8% | -3.5% | +2.7% | +0.6% |
| 3M | +6.6% | +11.3% | -4.8% | +1.3% |
| 6M | +22.1% | +4.4% | +17.6% | +19.5% |
| YTD | +70.2% | -1.8% | +72.0% | +71.1% |
| 1Y | +76.7% | -8.0% | +84.7% | +82.0% |
| 3Y | +50.5% | +27.1% | +23.4% | +33.7% |
| 5Y | +21.8% | +54.5% | -32.7% | +0.4% |
| All | +799.7% | +318.9% | +480.8% | +444.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling