+782.9%
ENTG vs RMD
+274.3%
+508.6%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.6% | +2.8% | +2.5% |
| 7D | +1.2% | -4.4% | +5.6% | +3.4% |
| 30D | -12.9% | -3.1% | -9.7% | -11.8% |
| 3M | -3.1% | +13.8% | -16.8% | -11.6% |
| 6M | +21.0% | -8.6% | +29.6% | +23.6% |
| YTD | +67.0% | -8.6% | +75.6% | +70.0% |
| 1Y | +68.6% | -19.7% | +88.3% | +84.0% |
| 3Y | +48.6% | +48.4% | +0.3% | +11.4% |
| 5Y | +18.6% | -22.7% | +41.3% | +25.8% |
| All | +782.9% | +274.3% | +508.6% | +309.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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