+56.3%
ENTG vs OPEN
-35.0%
+91.3%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +0.7% | +8.7% | +9.4% |
| 7D | -7.6% | -21.7% | +14.1% | -5.5% |
| 30D | -15.5% | -36.5% | +21.0% | -11.8% |
| 3M | -7.8% | -59.5% | +51.7% | +1.2% |
| 6M | -5.9% | -71.9% | +65.9% | +7.2% |
| YTD | +66.7% | -75.8% | +142.6% | +91.8% |
| 1Y | +62.1% | -78.5% | +140.6% | +87.4% |
| 3Y | +56.3% | -30.2% | +86.4% | +21.6% |
| All | +56.3% | -35.0% | +91.3% | +21.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling