+769.3%
ENTG vs MUB
+21.8%
+747.5%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.4% | -3.4% | -3.2% |
| 7D | +15.2% | -1.3% | +16.4% | +17.7% |
| 30D | -3.6% | +2.2% | -5.8% | -7.4% |
| 3M | -10.0% | -1.6% | -8.3% | -7.5% |
| 6M | +1.8% | -1.3% | +3.1% | +4.3% |
| YTD | +75.5% | -0.7% | +76.2% | +78.3% |
| 1Y | +82.4% | -0.2% | +82.6% | +83.9% |
| 3Y | +58.5% | +9.6% | +48.9% | +36.1% |
| 5Y | +0.4% | +2.6% | -2.2% | -4.7% |
| All | +769.3% | +21.8% | +747.5% | +706.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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