+1,097.4%
ENTG vs KEY
+171.6%
+925.8%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.5% | +3.1% | +2.8% |
| 7D | -17.1% | -1.3% | -15.8% | -16.6% |
| 30D | -23.0% | +5.1% | -28.1% | -24.8% |
| 3M | -10.2% | -7.1% | -3.1% | -7.5% |
| 6M | -17.8% | -4.4% | -13.4% | -16.3% |
| YTD | +52.4% | +4.0% | +48.4% | +49.9% |
| 1Y | +49.8% | +23.4% | +26.4% | +37.1% |
| 3Y | +42.1% | +113.9% | -71.8% | +3.3% |
| 5Y | -10.2% | +12.3% | -22.6% | -18.8% |
| 10Y | +756.0% | +125.5% | +630.5% | +416.0% |
| All | +1,097.4% | +171.6% | +925.8% | +464.5% |
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