+16.1%
ENTG vs NVT
+399.9%
-383.8%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -2.1% | -1.8% | -2.1% |
| 7D | +5.1% | +2.0% | +3.1% | +3.3% |
| 30D | -8.5% | -7.2% | -1.4% | -2.5% |
| 3M | +6.7% | -0.9% | +7.6% | +10.1% |
| 6M | +17.7% | +42.6% | -24.8% | -9.5% |
| YTD | +63.5% | +52.9% | +10.6% | +18.4% |
| 1Y | +73.6% | +64.5% | +9.1% | +18.1% |
| 3Y | +44.6% | +178.0% | -133.4% | -42.1% |
| 5Y | +16.1% | +402.8% | -386.7% | -73.5% |
| All | +16.1% | +399.9% | -383.8% | -73.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 NVT 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