+45.5%
ENTG vs NI
+69.0%
-23.5%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.6% | -3.3% | -3.8% |
| 7D | +5.1% | -0.6% | +5.7% | +5.3% |
| 30D | -8.5% | -1.4% | -7.1% | -8.1% |
| 3M | +6.7% | -10.6% | +17.3% | +9.7% |
| 6M | +17.7% | -9.9% | +27.6% | +20.4% |
| YTD | +63.5% | +1.2% | +62.3% | +60.9% |
| 1Y | +73.6% | +4.4% | +69.2% | +69.3% |
| All | +45.5% | +69.0% | -23.5% | +27.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling