+49.1%
ENTG vs Q
+77.9%
-28.8%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +6.9% | +2.5% | +2.9% |
| 7D | -7.6% | +8.4% | -16.0% | -14.0% |
| 30D | -15.5% | -1.2% | -14.3% | -13.7% |
| 3M | -7.8% | -9.3% | +1.5% | +1.9% |
| 6M | -5.9% | -15.0% | +9.1% | +12.2% |
| YTD | +66.7% | +53.5% | +13.3% | +38.7% |
| 1Y | +62.1% | +35.9% | +26.2% | +41.3% |
| All | +49.1% | +77.9% | -28.8% | +31.3% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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