+1,197.2%
ENTG vs RMD
+4,081.6%
-2,884.4%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.4% | +6.5% | +6.3% |
| 7D | +2.8% | -5.0% | +7.8% | +5.5% |
| 30D | -4.7% | +2.2% | -6.9% | -6.3% |
| 3M | -0.7% | +17.8% | -18.6% | -10.7% |
| 6M | +7.7% | -11.3% | +19.1% | +11.5% |
| YTD | +65.1% | -4.4% | +69.5% | +63.9% |
| 1Y | +74.8% | -15.7% | +90.5% | +85.0% |
| 3Y | +36.9% | +47.7% | -10.8% | +5.3% |
| 5Y | +16.1% | -19.2% | +35.3% | +20.0% |
| 10Y | +740.3% | +280.4% | +460.0% | +285.2% |
| All | +1,197.2% | +4,081.6% | -2,884.4% | +106.4% |
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 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