+72.4%
ENTG vs KEY
+19.7%
+52.6%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.8% | +3.5% | +3.4% |
| 7D | +8.9% | +2.7% | +6.2% | +6.0% |
| 30D | -7.2% | -3.2% | -4.0% | -4.1% |
| 3M | +6.4% | +1.0% | +5.4% | +5.2% |
| 6M | +25.7% | +11.9% | +13.8% | +12.1% |
| YTD | +67.9% | +8.7% | +59.2% | +51.1% |
| 1Y | +72.4% | +18.5% | +53.9% | +34.1% |
| All | +72.4% | +19.7% | +52.6% | +34.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling