+1,197.2%
ENTG vs IWD
+725.7%
+471.5%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.7% | +6.8% | +7.2% |
| 7D | +2.8% | -0.3% | +3.1% | +3.2% |
| 30D | -4.7% | +0.6% | -5.3% | -5.8% |
| 3M | -0.7% | +7.2% | -8.0% | -10.7% |
| 6M | +7.7% | +16.2% | -8.5% | -13.8% |
| YTD | +65.1% | +23.3% | +41.7% | +21.1% |
| 1Y | +74.8% | +29.6% | +45.2% | +20.1% |
| 3Y | +36.9% | +70.5% | -33.6% | -35.3% |
| 5Y | +16.1% | +73.5% | -57.4% | -43.2% |
| 10Y | +740.3% | +198.3% | +542.0% | +74.8% |
| All | +1,197.2% | +725.7% | +471.5% | -30.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling