+1,197.2%
ENTG vs KEY
+189.0%
+1,008.3%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.3% | +5.9% | +6.0% |
| 7D | +2.8% | +2.2% | +0.6% | +1.9% |
| 30D | -4.7% | -3.0% | -1.7% | -3.3% |
| 3M | -0.7% | +3.3% | -4.1% | -2.0% |
| 6M | +7.7% | +9.2% | -1.5% | +4.1% |
| YTD | +65.1% | +10.6% | +54.4% | +58.6% |
| 1Y | +74.8% | +20.4% | +54.4% | +62.2% |
| 3Y | +36.9% | +121.8% | -84.9% | -2.5% |
| 5Y | +16.1% | +41.1% | -25.0% | -4.4% |
| 10Y | +740.3% | +168.5% | +571.8% | +370.7% |
| All | +1,197.2% | +189.0% | +1,008.3% | +497.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling