+1,333.5%
ENTG vs RMD
+4,286.8%
-2,953.3%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.4% | -1.1% | -0.9% |
| 7D | +22.8% | +0.1% | +22.7% | +22.8% |
| 30D | -4.9% | +1.9% | -6.8% | -6.5% |
| 3M | -4.8% | +6.3% | -11.1% | -9.0% |
| 6M | +5.6% | +18.2% | -12.6% | -6.6% |
| YTD | +82.4% | +0.3% | +82.1% | +74.8% |
| 1Y | +82.9% | -4.3% | +87.1% | +79.5% |
| 3Y | +62.1% | +71.3% | -9.1% | +15.2% |
| 5Y | +4.3% | -1.8% | +6.1% | -3.2% |
| 10Y | +793.4% | +344.6% | +448.8% | +275.0% |
| All | +1,333.5% | +4,286.8% | -2,953.3% | +120.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling