+770.1%
ENTG vs LII
+170.7%
+599.3%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +2.2% | +7.2% | +8.0% |
| 7D | -7.6% | -1.2% | -6.4% | -6.8% |
| 30D | -15.5% | -2.0% | -13.5% | -16.0% |
| 3M | -7.8% | -20.2% | +12.4% | +5.2% |
| 6M | -5.9% | -32.5% | +26.6% | +19.3% |
| YTD | +66.7% | -27.4% | +94.1% | +99.9% |
| 1Y | +62.1% | -28.2% | +90.3% | +96.1% |
| 3Y | +56.3% | -7.2% | +63.5% | +60.0% |
| 5Y | -3.8% | +19.9% | -23.7% | -18.7% |
| 10Y | +770.1% | +168.6% | +601.4% | +387.1% |
| All | +770.1% | +170.7% | +599.3% | +387.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 10y: compounded portfolio wealth divided by compounded LII 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…
10y analysis · Full analysis span regression · 6 months rolling