+65.7%
ENTG vs IWD
+33.0%
+32.7%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | +2.6% | -9.1% | -12.7% |
| 7D | -10.3% | +2.5% | -12.9% | -16.2% |
| 30D | -14.4% | +6.0% | -20.3% | -27.2% |
| 3M | -1.1% | +3.8% | -4.9% | -11.6% |
| 6M | +3.0% | +16.3% | -13.4% | -35.4% |
| YTD | +70.1% | +27.5% | +42.6% | -18.8% |
| 1Y | +65.7% | +32.8% | +32.9% | -30.3% |
| All | +65.7% | +33.0% | +32.7% | -30.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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