+129.1%
ENTG vs OPEN
-87.8%
+216.9%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -7.1% | +6.0% | 0.0% |
| 7D | -9.3% | -24.7% | +15.4% | -6.0% |
| 30D | -16.4% | -41.0% | +24.6% | -10.5% |
| 3M | -3.8% | -62.4% | +58.5% | +10.1% |
| 6M | -6.9% | -73.9% | +66.9% | +12.2% |
| YTD | +65.0% | -77.5% | +142.5% | +101.2% |
| 1Y | +61.7% | -83.6% | +145.3% | +105.3% |
| 3Y | +46.6% | -37.0% | +83.7% | +16.2% |
| 5Y | -2.7% | -93.3% | +90.6% | -6.1% |
| All | +129.1% | -87.8% | +216.9% | +99.6% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 10y: compounded portfolio wealth divided by compounded OPEN 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…
10y analysis · Full analysis span regression · 6 months rolling