+74.8%
ENTG vs MSFU
-18.4%
+93.2%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -4.2% | +10.3% | +6.2% |
| 7D | +2.8% | -5.7% | +8.5% | +2.9% |
| 30D | -4.7% | +4.2% | -8.9% | -4.9% |
| 3M | -0.7% | +27.9% | -28.6% | +0.6% |
| 6M | +7.7% | +37.1% | -29.4% | +7.1% |
| YTD | +65.1% | -7.4% | +72.4% | +69.1% |
| 1Y | +74.8% | -19.6% | +94.4% | +97.9% |
| All | +74.8% | -18.4% | +93.2% | +97.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 1y: compounded portfolio wealth divided by compounded MSFU 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…
1y analysis · Full analysis span regression · 6 months rolling