+799.3%
ENTG vs LII
+172.8%
+626.5%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.3% | +0.8% | +10.5% | +10.8% |
| 7D | +7.9% | -2.3% | +10.2% | +10.0% |
| 30D | -3.6% | -1.7% | -1.9% | -4.3% |
| 3M | +2.7% | -18.3% | +21.0% | +15.2% |
| 6M | +3.6% | -32.3% | +35.9% | +31.2% |
| YTD | +83.6% | -27.1% | +110.7% | +119.7% |
| 1Y | +84.9% | -27.2% | +112.0% | +121.6% |
| 3Y | +63.2% | -8.9% | +72.1% | +69.1% |
| 5Y | +4.9% | +19.7% | -14.8% | -11.2% |
| 10Y | +799.3% | +168.9% | +630.4% | +402.2% |
| All | +799.3% | +172.8% | +626.5% | +402.2% |
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