+48.4%
ENTG vs OPEN
-19.6%
+68.1%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.5% | +4.2% | +2.0% |
| 7D | +8.9% | +1.0% | +8.0% | +8.8% |
| 30D | -7.2% | -11.9% | +4.7% | -5.9% |
| 3M | +6.4% | -28.8% | +35.2% | +10.2% |
| 6M | +25.7% | -38.6% | +64.3% | +32.0% |
| YTD | +67.9% | -47.3% | +115.2% | +78.2% |
| 1Y | +72.4% | -49.2% | +121.5% | +76.4% |
| 3Y | +48.4% | -18.8% | +67.2% | +36.1% |
| All | +48.4% | -19.6% | +68.1% | +36.1% |
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