+15.3%
ENTG vs NTR
+45.7%
-30.4%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.4% | +2.5% | +2.3% |
| 7D | +1.2% | -1.3% | +2.5% | +1.6% |
| 30D | -12.9% | +16.8% | -29.6% | -17.0% |
| 3M | -3.1% | +20.7% | -23.8% | -9.4% |
| 6M | +21.0% | +0.5% | +20.5% | +19.2% |
| YTD | +67.0% | +29.2% | +37.8% | +49.3% |
| 1Y | +68.6% | +39.6% | +29.0% | +46.0% |
| 3Y | +48.6% | +37.9% | +10.8% | +26.3% |
| All | +15.3% | +45.7% | -30.4% | -6.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 NTR 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