+58.5%
ENTG vs KEY
+127.6%
-69.1%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.6% | -4.4% | -4.2% |
| 7D | +15.2% | +2.9% | +12.3% | +12.9% |
| 30D | -3.6% | +8.4% | -12.1% | -9.3% |
| 3M | -10.0% | -5.8% | -4.2% | -6.1% |
| 6M | +1.8% | +5.4% | -3.7% | -2.5% |
| YTD | +75.5% | +7.1% | +68.4% | +66.2% |
| 1Y | +82.4% | +26.8% | +55.6% | +52.9% |
| 3Y | +58.5% | +128.7% | -70.2% | -4.4% |
| All | +58.5% | +127.6% | -69.1% | -4.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling