+764.3%
ENTG vs PEG
+148.3%
+615.9%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.2% | -3.8% | -3.9% |
| 7D | +5.1% | -0.9% | +6.0% | +5.5% |
| 30D | -8.5% | -2.8% | -5.8% | -7.5% |
| 3M | +6.7% | -6.9% | +13.6% | +9.6% |
| 6M | +17.7% | -11.4% | +29.1% | +23.2% |
| YTD | +63.5% | -7.4% | +70.9% | +67.6% |
| 1Y | +73.6% | -8.3% | +81.8% | +78.5% |
| 3Y | +44.6% | +31.5% | +13.0% | +26.7% |
| 5Y | +16.1% | +38.0% | -21.8% | -1.0% |
| All | +764.3% | +148.3% | +615.9% | +509.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 PEG 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