+803.5%
ENTG vs RMD
+344.9%
+458.6%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.8% | -0.7% |
| 7D | +22.8% | -0.2% | +23.0% | +23.0% |
| 30D | -4.9% | +1.6% | -6.5% | -6.4% |
| 3M | -4.8% | +6.0% | -10.8% | -8.8% |
| 6M | +5.6% | +17.9% | -12.3% | -6.6% |
| YTD | +82.4% | 0.0% | +82.4% | +75.7% |
| 1Y | +82.9% | -4.5% | +87.4% | +80.6% |
| 3Y | +62.1% | +70.8% | -8.7% | +12.8% |
| 5Y | +4.3% | -2.0% | +6.3% | -3.0% |
| All | +803.5% | +344.9% | +458.6% | +297.4% |
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