+1,545.4%
ENTG vs MSCI
+2,756.4%
-1,211.0%
-94.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -5.3% |
| 3M | -0.7% | -7.1% | +6.3% | +0.6% |
| 6M | +7.7% | +0.8% | +6.9% | +2.6% |
| YTD | +65.1% | +1.0% | +64.1% | +55.1% |
| 1Y | +74.8% | +4.3% | +70.5% | +58.8% |
| 3Y | +36.9% | +9.9% | +27.0% | +17.3% |
| 5Y | +16.1% | -6.8% | +22.9% | +10.7% |
| 10Y | +740.3% | +614.7% | +125.7% | +114.7% |
| All | +1,545.4% | +2,756.4% | -1,211.0% | +62.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling