+1,463.3%
ENTG vs INDA
+121.8%
+1,341.5%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.2% | -3.6% | -3.6% |
| 7D | +15.2% | +1.1% | +14.1% | +14.3% |
| 30D | -3.6% | +9.4% | -13.0% | -10.1% |
| 3M | -10.0% | +2.9% | -12.9% | -12.2% |
| 6M | +1.8% | +7.2% | -5.4% | -3.0% |
| YTD | +75.5% | -4.8% | +80.3% | +82.3% |
| 1Y | +82.4% | -5.1% | +87.5% | +89.5% |
| 3Y | +58.5% | +16.7% | +41.8% | +44.4% |
| 5Y | +0.4% | +8.8% | -8.4% | -2.7% |
| 10Y | +759.6% | +116.2% | +643.4% | +463.6% |
| All | +1,463.3% | +121.8% | +1,341.5% | +910.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling