+782.9%
ENTG vs INDA
+84.7%
+698.2%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.0% | +1.2% | +1.3% |
| 7D | +1.2% | -2.7% | +3.9% | +3.6% |
| 30D | -12.9% | -2.8% | -10.1% | -10.7% |
| 3M | -3.1% | +1.6% | -4.7% | -4.0% |
| 6M | +21.0% | -1.4% | +22.4% | +23.6% |
| YTD | +67.0% | -10.1% | +77.1% | +84.7% |
| 1Y | +68.6% | -8.8% | +77.4% | +83.5% |
| 3Y | +48.6% | +7.6% | +41.0% | +42.4% |
| 5Y | +18.6% | +5.8% | +12.8% | +17.0% |
| All | +782.9% | +84.7% | +698.2% | +499.5% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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