+1,237.3%
ENTG vs RJF
+3,527.3%
-2,289.9%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-09.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.6% | +2.0% | +1.8% |
| 7D | +8.9% | -0.3% | +9.2% | +9.0% |
| 30D | -0.8% | -2.0% | +1.2% | +0.2% |
| 3M | +6.6% | +16.3% | -9.8% | -4.6% |
| 6M | +22.1% | +16.9% | +5.2% | +8.7% |
| YTD | +70.2% | +10.4% | +59.7% | +56.0% |
| 1Y | +76.7% | +7.4% | +69.3% | +65.5% |
| 3Y | +50.5% | +72.2% | -21.7% | +4.0% |
| 5Y | +21.8% | +105.1% | -83.3% | -24.8% |
| 10Y | +811.7% | +430.9% | +380.8% | +186.7% |
| All | +1,237.3% | +3,527.3% | -2,289.9% | +18.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RJF.
Daily Out/Under-Performance
Portfolio return minus RJF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RJF 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 1990-01-01 to 2026-09-09: compounded portfolio wealth divided by compounded RJF 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…
1990-01-01 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling