+20.1%
ENTG vs OPEN
-84.0%
+104.1%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.5% | +4.2% | +2.1% |
| 7D | +8.9% | +1.0% | +8.0% | +8.8% |
| 30D | -7.2% | -11.9% | +4.7% | -5.4% |
| 3M | +6.4% | -28.8% | +35.2% | +11.8% |
| 6M | +25.7% | -38.6% | +64.3% | +34.6% |
| YTD | +67.9% | -47.3% | +115.2% | +82.6% |
| 1Y | +72.4% | -49.2% | +121.5% | +76.3% |
| 3Y | +48.4% | -18.8% | +67.2% | +15.0% |
| 5Y | +20.1% | -83.6% | +103.7% | +3.4% |
| All | +20.1% | -84.0% | +104.1% | +3.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling