+129.2%
ENTG vs OPEN
-70.7%
+199.9%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.6% | +5.5% | +6.1% |
| 7D | +2.8% | -4.3% | +7.1% | +3.5% |
| 30D | -4.7% | -16.2% | +11.5% | -2.2% |
| 3M | -0.7% | -36.4% | +35.6% | +6.0% |
| 6M | +7.7% | -35.5% | +43.2% | +14.2% |
| YTD | +65.1% | -46.0% | +111.0% | +78.4% |
| 1Y | +74.8% | -47.1% | +121.9% | +77.5% |
| 3Y | +36.9% | -19.0% | +55.9% | +7.6% |
| 5Y | +16.1% | -83.6% | +99.7% | -1.5% |
| All | +129.2% | -70.7% | +199.9% | +77.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling