+45.5%
ENTG vs NWSA
+43.0%
+2.5%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.8% | -3.2% | -3.5% |
| 7D | +5.1% | -4.8% | +9.9% | +7.7% |
| 30D | -8.5% | +3.0% | -11.5% | -10.2% |
| 3M | +6.7% | +9.3% | -2.6% | -1.1% |
| 6M | +17.7% | +23.2% | -5.5% | -2.3% |
| YTD | +63.5% | +13.3% | +50.1% | +44.5% |
| 1Y | +73.6% | +2.9% | +70.7% | +68.2% |
| All | +45.5% | +43.0% | +2.5% | +6.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NWSA.
Daily Out/Under-Performance
Portfolio return minus NWSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NWSA 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 NWSA 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