+1,197.2%
ENTG vs IP
+205.5%
+991.7%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +2.2% | +4.0% | +4.8% |
| 7D | +2.8% | -5.3% | +8.1% | +6.4% |
| 30D | -4.7% | -10.9% | +6.2% | +2.3% |
| 3M | -0.7% | +11.2% | -11.9% | -8.5% |
| 6M | +7.7% | -10.2% | +17.9% | +12.5% |
| YTD | +65.1% | -2.0% | +67.1% | +61.6% |
| 1Y | +74.8% | -19.1% | +93.9% | +91.6% |
| 3Y | +36.9% | +20.9% | +16.1% | +10.6% |
| 5Y | +16.1% | -17.8% | +33.9% | +19.7% |
| 10Y | +740.3% | +23.5% | +716.8% | +500.2% |
| All | +1,197.2% | +205.5% | +991.7% | +343.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 IP 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