+44.6%
ENTG vs LTH
+157.9%
-113.3%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.3% | +5.8% | +6.0% |
| 7D | +2.8% | -0.6% | +3.5% | +3.0% |
| 30D | -4.7% | -4.6% | -0.1% | -3.0% |
| 3M | -0.7% | +32.8% | -33.5% | -11.8% |
| 6M | +7.7% | +64.6% | -56.9% | -12.3% |
| YTD | +65.1% | +62.6% | +2.4% | +34.8% |
| 1Y | +74.8% | +49.9% | +24.8% | +46.7% |
| All | +44.6% | +157.9% | -113.3% | +5.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling