+0.2%
ENTG vs KEY
+13.1%
-12.9%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.6% | -4.4% | -4.1% |
| 7D | +15.2% | +2.9% | +12.3% | +13.5% |
| 30D | -3.6% | +8.4% | -12.1% | -7.8% |
| 3M | -10.0% | -5.8% | -4.2% | -7.2% |
| 6M | +1.8% | +5.4% | -3.7% | -1.2% |
| YTD | +75.5% | +7.1% | +68.4% | +69.2% |
| 1Y | +82.4% | +26.8% | +55.6% | +61.1% |
| 3Y | +58.5% | +128.7% | -70.2% | +7.6% |
| All | +0.2% | +13.1% | -12.9% | +2.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling