+72.4%
ENTG vs LTH
+46.4%
+25.9%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.8% | +3.5% | +2.4% |
| 7D | +8.9% | +1.5% | +7.4% | +8.2% |
| 30D | -7.2% | -3.1% | -4.2% | -6.1% |
| 3M | +6.4% | +28.1% | -21.7% | -6.6% |
| 6M | +25.7% | +67.4% | -41.7% | -2.7% |
| YTD | +67.9% | +59.8% | +8.1% | +33.3% |
| 1Y | +72.4% | +45.6% | +26.8% | +51.4% |
| All | +72.4% | +46.4% | +25.9% | +51.4% |
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