+1,197.2%
ENTG vs IBN
+1,547.6%
-350.4%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.7% | +6.9% | +6.4% |
| 7D | +2.8% | +1.4% | +1.4% | +2.3% |
| 30D | -4.7% | -0.3% | -4.3% | -4.7% |
| 3M | -0.7% | +17.1% | -17.8% | -6.9% |
| 6M | +7.7% | +3.4% | +4.3% | +6.3% |
| YTD | +65.1% | +2.5% | +62.5% | +63.4% |
| 1Y | +74.8% | -4.2% | +79.0% | +77.1% |
| 3Y | +36.9% | +32.4% | +4.5% | +21.2% |
| 5Y | +16.1% | +59.2% | -43.1% | -3.8% |
| 10Y | +740.3% | +345.7% | +394.7% | +331.1% |
| All | +1,197.2% | +1,547.6% | -350.4% | +104.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling