+16.2%
ENTG vs KEY
+40.7%
-24.5%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.3% | +5.9% | +6.0% |
| 7D | +2.8% | +2.2% | +0.6% | +1.6% |
| 30D | -4.7% | -3.0% | -1.7% | -3.0% |
| 3M | -0.7% | +3.3% | -4.1% | -2.3% |
| 6M | +7.7% | +9.2% | -1.5% | +3.1% |
| YTD | +65.1% | +10.6% | +54.4% | +56.8% |
| 1Y | +74.8% | +20.4% | +54.4% | +59.0% |
| 3Y | +36.9% | +121.8% | -84.9% | -6.4% |
| All | +16.2% | +40.7% | -24.5% | +7.3% |
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 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