+743.3%
ENTG vs KEY
+109.2%
+634.1%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.7% | -0.9% |
| 7D | -9.3% | +0.5% | -9.8% | -9.3% |
| 30D | -16.4% | +6.9% | -23.2% | -18.9% |
| 3M | -3.8% | -5.0% | +1.2% | -1.7% |
| 6M | -6.9% | +0.7% | -7.7% | -7.4% |
| YTD | +65.0% | +6.5% | +58.5% | +60.5% |
| 1Y | +61.7% | +22.6% | +39.1% | +47.7% |
| 3Y | +46.6% | +125.3% | -78.7% | +3.8% |
| 5Y | -2.7% | +13.9% | -16.6% | -11.8% |
| 10Y | +743.3% | +105.3% | +637.9% | +487.3% |
| All | +743.3% | +109.2% | +634.1% | +487.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 KEY 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