+61.8%
ENTG vs MSFU
+85.8%
-23.9%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.3% | -4.8% | +16.1% | +12.9% |
| 7D | +7.9% | -12.7% | +20.6% | +13.1% |
| 30D | -3.6% | -9.0% | +5.4% | -0.7% |
| 3M | +2.7% | +2.9% | -0.2% | +0.3% |
| 6M | +3.6% | +43.5% | -40.0% | -14.2% |
| YTD | +83.6% | -2.4% | +86.0% | +75.7% |
| 1Y | +84.9% | -13.5% | +98.3% | +88.2% |
| 3Y | +63.2% | +19.2% | +44.0% | +25.9% |
| All | +61.8% | +85.8% | -23.9% | -13.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling