+45.5%
ENTG vs ROIV
+295.0%
-249.5%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +18.8% | -17.1% | -2.4% |
| 7D | +8.9% | +20.2% | -11.2% | +4.3% |
| 30D | -7.2% | +14.1% | -21.4% | -10.1% |
| 3M | +6.4% | +45.6% | -39.2% | -1.7% |
| 6M | +25.7% | +44.1% | -18.5% | +15.9% |
| YTD | +67.9% | +91.2% | -23.3% | +45.9% |
| 1Y | +72.4% | +221.3% | -148.9% | +34.9% |
| 3Y | +48.4% | +229.2% | -180.8% | +13.5% |
| 5Y | +20.1% | +316.5% | -296.4% | -21.8% |
| All | +45.5% | +295.0% | -249.5% | -1.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 10y: compounded portfolio wealth divided by compounded ROIV 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…
10y analysis · Full analysis span regression · 6 months rolling