+68.6%
ENTG vs ITOT
+17.8%
+50.8%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.8% | +1.3% | -0.7% |
| 7D | +1.2% | -0.9% | +2.1% | +4.3% |
| 30D | -12.9% | -1.5% | -11.4% | -8.3% |
| 3M | -3.1% | +3.6% | -6.6% | -11.3% |
| 6M | +21.0% | +13.7% | +7.3% | -14.1% |
| YTD | +67.0% | +12.9% | +54.1% | +22.0% |
| 1Y | +68.6% | +17.2% | +51.4% | +8.8% |
| All | +68.6% | +17.8% | +50.8% | +8.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 1y: compounded portfolio wealth divided by compounded ITOT 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…
1y analysis · Full analysis span regression · 6 months rolling