+0.2%
ENTG vs OVV
+107.0%
-106.8%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.8% | -4.6% | -4.0% |
| 7D | +15.2% | +8.0% | +7.1% | +12.4% |
| 30D | -3.6% | -2.0% | -1.6% | -3.0% |
| 3M | -10.0% | +5.4% | -15.4% | -12.0% |
| 6M | +1.8% | +14.3% | -12.5% | -4.6% |
| YTD | +75.5% | +69.4% | +6.1% | +38.9% |
| 1Y | +82.4% | +72.4% | +10.0% | +43.1% |
| 3Y | +58.5% | +58.4% | +0.1% | +24.9% |
| All | +0.2% | +107.0% | -106.8% | -28.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling