+46.0%
ENTG vs MUB
+8.8%
+37.2%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | 0.0% | +6.1% | +6.1% |
| 7D | +2.8% | -0.9% | +3.7% | +4.8% |
| 30D | -4.7% | -1.4% | -3.3% | -1.5% |
| 3M | -0.7% | -2.2% | +1.4% | +4.4% |
| 6M | +7.7% | -1.9% | +9.6% | +12.8% |
| YTD | +65.1% | -0.8% | +65.8% | +69.9% |
| 1Y | +74.8% | +2.7% | +72.0% | +70.0% |
| All | +46.0% | +8.8% | +37.2% | +19.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling