+769.3%
ENTG vs RGEN
+415.2%
+354.1%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.8% | -4.5% | -4.1% |
| 7D | +15.2% | -3.3% | +18.5% | +16.8% |
| 30D | -3.6% | -5.8% | +2.2% | -1.0% |
| 3M | -10.0% | +0.2% | -10.1% | -10.7% |
| 6M | +1.8% | +56.8% | -55.0% | -18.0% |
| YTD | +75.5% | +2.4% | +73.1% | +68.3% |
| 1Y | +82.4% | +11.4% | +71.0% | +68.6% |
| 3Y | +58.5% | +15.2% | +43.3% | +37.3% |
| 5Y | +0.4% | -35.1% | +35.4% | +2.6% |
| All | +769.3% | +415.2% | +354.1% | +303.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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