+1,486.9%
ENTG vs MUB
+77.6%
+1,409.3%
-94.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.6% | -0.7% |
| 7D | -9.3% | +0.6% | -9.9% | -9.8% |
| 30D | -16.4% | +3.4% | -19.8% | -18.8% |
| 3M | -3.8% | -0.7% | -3.2% | -3.4% |
| 6M | -6.9% | -1.0% | -6.0% | -6.1% |
| YTD | +65.0% | 0.0% | +65.0% | +65.4% |
| 1Y | +61.7% | +0.4% | +61.3% | +61.6% |
| 3Y | +46.6% | +10.5% | +36.2% | +36.0% |
| 5Y | -2.7% | +3.1% | -5.8% | -5.7% |
| 10Y | +743.3% | +22.0% | +721.3% | +676.6% |
| All | +1,486.9% | +77.6% | +1,409.3% | +1,085.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling