+65.7%
ENTG vs JAAA
+4.8%
+61.0%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | 0.0% | -6.5% | -6.5% |
| 7D | -10.3% | +0.2% | -10.5% | -12.2% |
| 30D | -14.4% | +0.4% | -14.8% | -19.6% |
| 3M | -1.1% | +1.2% | -2.3% | -17.4% |
| 6M | +3.0% | +2.3% | +0.6% | -28.6% |
| YTD | +70.1% | +3.9% | +66.2% | -1.0% |
| 1Y | +65.7% | +4.8% | +60.9% | -8.0% |
| All | +65.7% | +4.8% | +61.0% | -8.0% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 JAAA 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