+84.9%
ENTG vs LII
-27.8%
+112.6%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.3% | +0.8% | +10.5% | +10.8% |
| 7D | +7.9% | -2.3% | +10.2% | +9.6% |
| 30D | -3.6% | -1.7% | -1.9% | -4.5% |
| 3M | +2.7% | -18.3% | +21.0% | +15.6% |
| 6M | +3.6% | -32.3% | +35.9% | +31.4% |
| YTD | +83.6% | -27.1% | +110.7% | +111.3% |
| 1Y | +84.9% | -27.2% | +112.0% | +113.9% |
| All | +84.9% | -27.8% | +112.6% | +113.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling