+782.9%
ENTG vs QSR
+135.2%
+647.8%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.6% | +1.5% | +1.9% |
| 7D | +1.2% | -4.0% | +5.2% | +3.1% |
| 30D | -12.9% | +2.8% | -15.6% | -14.2% |
| 3M | -3.1% | +5.1% | -8.1% | -6.4% |
| 6M | +21.0% | +8.8% | +12.2% | +13.8% |
| YTD | +67.0% | +14.8% | +52.2% | +51.9% |
| 1Y | +68.6% | +25.7% | +42.9% | +45.9% |
| 3Y | +48.6% | +27.5% | +21.1% | +26.1% |
| 5Y | +18.6% | +41.3% | -22.6% | -5.0% |
| All | +782.9% | +135.2% | +647.8% | +435.6% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 QSR 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