+768.1%
ENTG vs OVV
+54.2%
+714.0%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.0% | +2.7% | +1.9% |
| 7D | +8.9% | -3.7% | +12.7% | +9.7% |
| 30D | -7.2% | +8.0% | -15.2% | -8.9% |
| 3M | +6.4% | +11.3% | -4.9% | +3.2% |
| 6M | +25.7% | +24.0% | +1.7% | +18.3% |
| YTD | +67.9% | +65.3% | +2.5% | +48.2% |
| 1Y | +72.4% | +60.2% | +12.2% | +53.0% |
| 3Y | +48.4% | +46.9% | +1.5% | +32.7% |
| 5Y | +20.1% | +158.7% | -138.7% | -4.1% |
| 10Y | +768.1% | +50.8% | +717.3% | +513.1% |
| All | +768.1% | +54.2% | +714.0% | +513.1% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 OVV 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