+768.1%
ENTG vs MSCI
+594.9%
+173.2%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.8% | +5.5% | +3.9% |
| 7D | +8.9% | -2.1% | +11.0% | +10.1% |
| 30D | -7.2% | -1.7% | -5.5% | -6.6% |
| 3M | +6.4% | -8.2% | +14.6% | +8.4% |
| 6M | +25.7% | -2.4% | +28.1% | +21.8% |
| YTD | +67.9% | -2.8% | +70.7% | +60.9% |
| 1Y | +72.4% | -2.7% | +75.0% | +62.9% |
| 3Y | +48.4% | +7.3% | +41.1% | +27.4% |
| 5Y | +20.1% | -11.4% | +31.5% | +15.4% |
| 10Y | +768.1% | +605.8% | +162.3% | +127.0% |
| All | +768.1% | +594.9% | +173.2% | +127.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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