+811.7%
ENTG vs RGEN
+402.3%
+409.4%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.1% | +3.4% | +2.2% |
| 7D | +8.9% | -4.6% | +13.5% | +11.0% |
| 30D | -0.8% | +1.2% | -2.0% | -1.4% |
| 3M | +6.6% | +26.8% | -20.3% | -5.1% |
| 6M | +22.1% | +29.1% | -7.0% | +6.8% |
| YTD | +70.2% | +0.7% | +69.4% | +65.4% |
| 1Y | +76.7% | +39.1% | +37.7% | +48.7% |
| 3Y | +50.5% | +2.2% | +48.2% | +36.2% |
| 5Y | +21.8% | -44.0% | +65.8% | +32.0% |
| 10Y | +811.7% | +412.7% | +399.0% | +334.7% |
| All | +811.7% | +402.3% | +409.4% | +334.7% |
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