+154.9%
ENTG vs OPEN
-87.3%
+242.2%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.3% | +4.2% | +7.1% | +10.7% |
| 7D | +7.9% | -31.1% | +39.0% | +13.8% |
| 30D | -3.6% | -34.7% | +31.1% | +1.7% |
| 3M | +2.7% | -61.9% | +64.6% | +17.4% |
| 6M | +3.6% | -71.9% | +75.4% | +23.5% |
| YTD | +83.6% | -76.6% | +160.2% | +122.7% |
| 1Y | +84.9% | -83.9% | +168.8% | +135.7% |
| 3Y | +63.2% | -34.4% | +97.6% | +28.6% |
| 5Y | +4.9% | -93.9% | +98.9% | +2.4% |
| All | +154.9% | -87.3% | +242.2% | +120.8% |
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