+742.3%
ENTG vs MOS
+8.6%
+733.6%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +1.4% | +4.7% | +5.7% |
| 7D | +2.8% | +9.5% | -6.7% | 0.0% |
| 30D | -4.7% | +10.4% | -15.1% | -7.9% |
| 3M | -0.7% | +12.9% | -13.6% | -5.1% |
| 6M | +7.7% | +1.2% | +6.5% | +5.3% |
| YTD | +65.1% | +9.3% | +55.8% | +57.1% |
| 1Y | +74.8% | -18.0% | +92.8% | +81.4% |
| 3Y | +36.9% | -29.0% | +65.9% | +44.2% |
| 5Y | +16.1% | -9.6% | +25.7% | +9.9% |
| All | +742.3% | +8.6% | +733.6% | +636.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MOS.
Daily Out/Under-Performance
Portfolio return minus MOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOS 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 MOS 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