+21.8%
ENTG vs MUB
+1.5%
+20.3%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.5% | +1.9% | +2.5% |
| 7D | +8.9% | -0.7% | +9.6% | +10.5% |
| 30D | -0.8% | -2.0% | +1.2% | +3.5% |
| 3M | +6.6% | -2.5% | +9.1% | +12.8% |
| 6M | +22.1% | -2.3% | +24.4% | +28.9% |
| YTD | +70.2% | -1.3% | +71.5% | +76.5% |
| 1Y | +76.7% | +1.1% | +75.6% | +75.5% |
| 3Y | +50.5% | +8.2% | +42.3% | +28.7% |
| 5Y | +21.8% | +1.5% | +20.3% | +2.2% |
| All | +21.8% | +1.5% | +20.3% | +2.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling