+16.2%
ENTG vs MSCI
-6.7%
+23.0%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.3% | +6.4% | +6.3% |
| 7D | +2.8% | +0.4% | +2.4% | +2.6% |
| 30D | -4.7% | +0.6% | -5.2% | -5.2% |
| 3M | -0.7% | -7.1% | +6.3% | +0.7% |
| 6M | +7.7% | +0.8% | +6.9% | +2.4% |
| YTD | +65.1% | +1.0% | +64.1% | +54.6% |
| 1Y | +74.8% | +4.3% | +70.5% | +57.3% |
| 3Y | +36.9% | +9.9% | +27.0% | +13.8% |
| All | +16.2% | -6.7% | +23.0% | +4.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling