+76.7%
ENTG vs RMD
-20.7%
+97.4%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.5% | +1.9% | +1.4% |
| 7D | +8.9% | -4.7% | +13.7% | +8.8% |
| 30D | -0.8% | +0.2% | -1.1% | -0.8% |
| 3M | +6.6% | +12.0% | -5.5% | +4.8% |
| 6M | +22.1% | -12.5% | +34.6% | +40.1% |
| YTD | +70.2% | -7.9% | +78.1% | +82.5% |
| 1Y | +76.7% | -20.4% | +97.1% | +120.3% |
| All | +76.7% | -20.7% | +97.4% | +120.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling