+56.3%
ENTG vs RRC
+51.7%
+4.5%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +0.3% | +9.2% | +9.4% |
| 7D | -7.6% | -10.3% | +2.7% | -4.7% |
| 30D | -15.5% | +19.5% | -34.9% | -19.5% |
| 3M | -7.8% | +27.9% | -35.8% | -14.4% |
| 6M | -5.9% | +21.2% | -27.1% | -11.9% |
| YTD | +66.7% | +39.6% | +27.2% | +43.0% |
| 1Y | +62.1% | +31.3% | +30.8% | +42.9% |
| 3Y | +56.3% | +51.9% | +4.3% | +26.2% |
| All | +56.3% | +51.7% | +4.5% | +26.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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