+1,342.9%
ENTG vs RMD
+4,268.0%
-2,925.1%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.3% | +1.9% | +9.4% | +10.4% |
| 7D | +7.9% | -0.8% | +8.8% | +8.5% |
| 30D | -3.6% | +1.7% | -5.2% | -5.1% |
| 3M | +2.7% | +6.4% | -3.7% | -1.8% |
| 6M | +3.6% | +20.7% | -17.2% | -9.4% |
| YTD | +83.6% | -0.2% | +83.8% | +76.4% |
| 1Y | +84.9% | -4.5% | +89.4% | +81.7% |
| 3Y | +63.2% | +70.5% | -7.3% | +16.2% |
| 5Y | +4.9% | -1.6% | +6.5% | -2.7% |
| 10Y | +799.3% | +342.7% | +456.6% | +278.3% |
| All | +1,342.9% | +4,268.0% | -2,925.1% | +122.1% |
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