+743.3%
ENTG vs IWD
+203.8%
+539.5%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | -9.3% | +1.6% | -10.9% | -11.3% |
| 30D | -16.4% | +3.6% | -20.0% | -20.8% |
| 3M | -3.8% | +2.0% | -5.9% | -7.1% |
| 6M | -6.9% | +13.1% | -20.0% | -22.6% |
| YTD | +65.0% | +26.2% | +38.8% | +17.7% |
| 1Y | +61.7% | +29.6% | +32.1% | +11.3% |
| 3Y | +46.6% | +84.3% | -37.7% | -35.3% |
| 5Y | -2.7% | +73.4% | -76.1% | -50.9% |
| 10Y | +743.3% | +202.4% | +540.8% | +124.7% |
| All | +743.3% | +203.8% | +539.5% | +124.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling