+1,197.2%
ENTG vs MKC
+981.3%
+215.9%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.0% | +7.1% | +6.6% |
| 7D | +2.8% | -5.9% | +8.7% | +5.7% |
| 30D | -4.7% | -0.9% | -3.8% | -4.7% |
| 3M | -0.7% | +12.7% | -13.5% | -8.4% |
| 6M | +7.7% | -19.3% | +27.0% | +16.2% |
| YTD | +65.1% | -22.2% | +87.2% | +80.1% |
| 1Y | +74.8% | -23.3% | +98.1% | +90.7% |
| 3Y | +36.9% | -30.0% | +66.9% | +52.5% |
| 5Y | +16.1% | -33.8% | +49.9% | +28.5% |
| 10Y | +740.3% | +24.4% | +715.9% | +490.7% |
| All | +1,197.2% | +981.3% | +215.9% | +277.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling