+1,333.5%
ENTG vs IBN
+1,770.0%
-436.5%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.4% | -0.3% |
| 7D | +22.8% | +5.7% | +17.1% | +20.2% |
| 30D | -4.9% | +20.5% | -25.4% | -12.3% |
| 3M | -4.8% | +15.2% | -20.1% | -10.9% |
| 6M | +5.6% | +34.5% | -28.9% | -7.2% |
| YTD | +82.4% | +16.4% | +66.0% | +70.2% |
| 1Y | +82.9% | +13.5% | +69.3% | +72.2% |
| 3Y | +62.1% | +55.4% | +6.7% | +33.5% |
| 5Y | +4.3% | +73.1% | -68.8% | -16.9% |
| 10Y | +793.4% | +383.7% | +409.7% | +342.6% |
| All | +1,333.5% | +1,770.0% | -436.5% | +112.7% |
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