+50.1%
ENTG vs Q
+75.3%
-25.2%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.3% | -0.6% | -0.4% |
| 7D | +8.9% | +6.7% | +2.2% | +2.9% |
| 30D | -7.2% | -10.6% | +3.4% | +2.6% |
| 3M | +6.4% | -14.6% | +21.0% | +26.2% |
| 6M | +25.7% | +12.1% | +13.6% | +24.3% |
| YTD | +67.9% | +51.3% | +16.6% | +39.7% |
| All | +50.1% | +75.3% | -25.2% | +32.3% |
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