+76.7%
ENTG vs IWD
+28.3%
+48.4%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.6% | +2.0% | +3.1% |
| 7D | +8.9% | -1.2% | +10.1% | +12.5% |
| 30D | -0.8% | -1.6% | +0.8% | +3.6% |
| 3M | +6.6% | +7.0% | -0.5% | -16.3% |
| 6M | +22.1% | +17.0% | +5.1% | -28.0% |
| YTD | +70.2% | +21.6% | +48.5% | -11.8% |
| 1Y | +76.7% | +28.0% | +48.7% | -23.5% |
| All | +76.7% | +28.3% | +48.4% | -23.5% |
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