+42.1%
ENTG vs KEY
+106.2%
-64.1%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.5% | +3.1% | +3.0% |
| 7D | -17.1% | -1.3% | -15.8% | -16.2% |
| 30D | -23.0% | +5.1% | -28.1% | -26.0% |
| 3M | -10.2% | -7.1% | -3.1% | -5.5% |
| 6M | -17.8% | -4.4% | -13.4% | -15.4% |
| YTD | +52.4% | +4.0% | +48.4% | +47.2% |
| 1Y | +49.8% | +23.4% | +26.4% | +27.9% |
| 3Y | +42.1% | +113.9% | -71.8% | -11.1% |
| All | +42.1% | +106.2% | -64.1% | -11.1% |
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 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