+65.7%
ENTG vs LTH
+84.0%
-18.3%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | +6.3% | -12.8% | -8.3% |
| 7D | -10.3% | +9.9% | -20.2% | -13.0% |
| 30D | -14.4% | +18.3% | -32.6% | -19.1% |
| 3M | -1.1% | +5.9% | -7.0% | -2.7% |
| 6M | +3.0% | +80.3% | -77.4% | -21.2% |
| YTD | +70.1% | +78.3% | -8.2% | +31.9% |
| 1Y | +65.7% | +81.0% | -15.3% | +27.9% |
| All | +65.7% | +84.0% | -18.3% | +27.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LTH.
Daily Out/Under-Performance
Portfolio return minus LTH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LTH 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 LTH 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