+65.7%
ENTG vs IVZ
+30.5%
+35.2%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | +4.2% | -10.6% | -9.9% |
| 7D | -10.3% | +2.6% | -13.0% | -12.5% |
| 30D | -14.4% | -3.5% | -10.9% | -11.9% |
| 3M | -1.1% | -7.4% | +6.3% | +5.2% |
| 6M | +3.0% | +14.7% | -11.7% | -7.5% |
| YTD | +70.1% | +14.6% | +55.5% | +48.4% |
| 1Y | +65.7% | +30.7% | +35.0% | +30.3% |
| All | +65.7% | +30.5% | +35.2% | +30.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 IVZ 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