+770.4%
ENTG vs OVV
+146.7%
+623.7%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.6% | +3.2% | +2.8% |
| 7D | -17.1% | -16.7% | -0.4% | -12.6% |
| 30D | -23.0% | -1.5% | -21.5% | -22.7% |
| 3M | -10.2% | +1.6% | -11.8% | -11.3% |
| 6M | -17.8% | +2.0% | -19.8% | -19.7% |
| YTD | +52.4% | +56.8% | -4.4% | +29.6% |
| 1Y | +49.8% | +64.8% | -15.1% | +25.3% |
| 3Y | +42.1% | +38.3% | +3.9% | +23.7% |
| 5Y | -10.2% | +84.9% | -95.1% | -31.5% |
| 10Y | +756.0% | +54.5% | +701.5% | +375.5% |
| All | +770.4% | +146.7% | +623.7% | +172.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling