+782.9%
ENTG vs MDY
+177.2%
+605.8%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.8% | +1.4% | +1.0% |
| 7D | +1.2% | -1.9% | +3.0% | +3.9% |
| 30D | -12.9% | -4.6% | -8.2% | -6.4% |
| 3M | -3.1% | -1.2% | -1.8% | +0.6% |
| 6M | +21.0% | +9.2% | +11.8% | +10.9% |
| YTD | +67.0% | +13.1% | +54.0% | +47.6% |
| 1Y | +68.6% | +13.0% | +55.6% | +51.0% |
| 3Y | +48.6% | +49.2% | -0.6% | -1.8% |
| 5Y | +18.6% | +47.2% | -28.6% | -15.4% |
| All | +782.9% | +177.2% | +605.8% | +216.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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