+799.3%
ENTG vs RACE
+741.5%
+57.8%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.3% | 0.0% | +11.3% | +11.3% |
| 7D | +7.9% | -3.9% | +11.8% | +10.9% |
| 30D | -3.6% | +6.8% | -10.4% | -7.9% |
| 3M | +2.7% | +1.3% | +1.4% | +0.9% |
| 6M | +3.6% | +26.3% | -22.7% | -13.1% |
| YTD | +83.6% | +13.8% | +69.8% | +63.2% |
| 1Y | +84.9% | -0.5% | +85.3% | +80.0% |
| 3Y | +63.2% | +25.6% | +37.6% | +27.1% |
| 5Y | +4.9% | +67.6% | -62.7% | -34.3% |
| 10Y | +799.3% | +724.7% | +74.6% | +129.5% |
| All | +799.3% | +741.5% | +57.8% | +129.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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