+58.5%
ENTG vs RMD
+69.3%
-10.8%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.3% | -4.1% | -3.9% |
| 7D | +15.2% | +2.1% | +13.1% | +14.6% |
| 30D | -3.6% | +2.1% | -5.7% | -4.6% |
| 3M | -10.0% | +6.2% | -16.2% | -12.3% |
| 6M | +1.8% | +19.4% | -17.6% | -6.7% |
| YTD | +75.5% | +0.5% | +75.0% | +74.2% |
| 1Y | +82.4% | -3.9% | +86.4% | +85.2% |
| 3Y | +58.5% | +72.5% | -14.0% | +24.8% |
| All | +58.5% | +69.3% | -10.8% | +24.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling