+45.5%
ENTG vs INDA
+6.8%
+38.7%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.2% | -2.8% | -2.5% |
| 7D | +5.1% | -3.6% | +8.8% | +10.1% |
| 30D | -8.5% | -4.0% | -4.6% | -3.8% |
| 3M | +6.7% | +1.7% | +5.0% | +5.3% |
| 6M | +17.7% | -3.6% | +21.4% | +24.1% |
| YTD | +63.5% | -11.0% | +74.5% | +88.4% |
| 1Y | +73.6% | -9.5% | +83.1% | +94.8% |
| All | +45.5% | +6.8% | +38.7% | +28.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling