+1,464.9%
ENTG vs NWSA
+102.5%
+1,362.4%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +2.7% | -6.5% | -5.2% |
| 7D | +15.2% | +2.2% | +13.0% | +13.8% |
| 30D | -3.6% | -8.8% | +5.1% | +0.7% |
| 3M | -10.0% | -6.5% | -3.5% | -8.0% |
| 6M | +1.8% | +1.5% | +0.3% | -3.3% |
| YTD | +75.5% | +4.0% | +71.5% | +62.6% |
| 1Y | +82.4% | +3.4% | +79.0% | +69.8% |
| 3Y | +58.5% | +34.8% | +23.7% | +28.9% |
| 5Y | +0.4% | +18.4% | -18.0% | -13.6% |
| 10Y | +759.6% | +149.2% | +610.4% | +385.7% |
| All | +1,464.9% | +102.5% | +1,362.4% | +848.1% |
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