+782.9%
ENTG vs NI
+143.3%
+639.7%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | 0.0% | +2.2% | +2.2% |
| 7D | +1.2% | 0.0% | +1.1% | +1.2% |
| 30D | -12.9% | -1.4% | -11.5% | -12.4% |
| 3M | -3.1% | -10.6% | +7.5% | +0.7% |
| 6M | +21.0% | -9.3% | +30.3% | +24.7% |
| YTD | +67.0% | +1.1% | +65.9% | +65.2% |
| 1Y | +68.6% | +3.4% | +65.3% | +65.4% |
| 3Y | +48.6% | +67.9% | -19.2% | +20.3% |
| 5Y | +18.6% | +98.0% | -79.3% | -10.8% |
| All | +782.9% | +143.3% | +639.7% | +530.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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