+1,371.9%
ENTG vs NWSA
+127.4%
+1,244.5%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.8% | +8.0% | +7.1% |
| 7D | +2.8% | -1.9% | +4.7% | +3.8% |
| 30D | -4.7% | +4.6% | -9.3% | -7.5% |
| 3M | -0.7% | +13.2% | -14.0% | -9.8% |
| 6M | +7.7% | +27.0% | -19.3% | -9.1% |
| YTD | +65.1% | +16.8% | +48.2% | +45.3% |
| 1Y | +74.8% | +4.5% | +70.3% | +64.4% |
| 3Y | +36.9% | +46.2% | -9.3% | +7.8% |
| 5Y | +16.1% | +40.9% | -24.8% | -7.9% |
| 10Y | +740.3% | +145.1% | +595.2% | +371.8% |
| All | +1,371.9% | +127.4% | +1,244.5% | +747.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling