+1,942.9%
ENTG vs PFG
+1,008.7%
+934.2%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.5% | -1.6% | -1.3% |
| 7D | -9.3% | +3.0% | -12.2% | -10.6% |
| 30D | -16.4% | +8.2% | -24.5% | -19.9% |
| 3M | -3.8% | +2.7% | -6.5% | -5.8% |
| 6M | -6.9% | +17.2% | -24.1% | -16.0% |
| YTD | +65.0% | +34.8% | +30.2% | +38.2% |
| 1Y | +61.7% | +43.6% | +18.1% | +31.3% |
| 3Y | +46.6% | +85.4% | -38.8% | +5.7% |
| 5Y | -2.7% | +102.2% | -104.9% | -32.7% |
| 10Y | +743.3% | +190.2% | +553.1% | +342.4% |
| All | +1,942.9% | +1,008.7% | +934.2% | +267.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 PFG 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