+782.9%
ENTG vs MKC
+29.9%
+753.1%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.4% | +1.7% | +2.1% |
| 7D | +1.2% | -1.5% | +2.6% | +1.6% |
| 30D | -12.9% | -3.1% | -9.7% | -12.4% |
| 3M | -3.1% | +5.2% | -8.2% | -5.5% |
| 6M | +21.0% | -12.8% | +33.8% | +24.5% |
| YTD | +67.0% | -23.3% | +90.3% | +78.6% |
| 1Y | +68.6% | -24.1% | +92.7% | +80.1% |
| 3Y | +48.6% | -32.1% | +80.7% | +63.4% |
| 5Y | +18.6% | -32.8% | +51.4% | +27.4% |
| All | +782.9% | +29.9% | +753.1% | +650.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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