+55.0%
ENTG vs SOLS
+20.3%
+34.7%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.0% | +3.3% | +2.4% |
| 7D | +8.9% | +3.7% | +5.2% | +7.0% |
| 30D | -0.8% | +5.0% | -5.8% | -3.5% |
| 3M | +6.6% | -21.1% | +27.6% | +20.1% |
| 6M | +22.1% | -14.2% | +36.3% | +33.4% |
| YTD | +70.2% | +30.6% | +39.5% | +63.8% |
| All | +55.0% | +20.3% | +34.7% | +47.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SOLS.
Daily Out/Under-Performance
Portfolio return minus SOLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOLS 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 5y: compounded portfolio wealth divided by compounded SOLS 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…
5y analysis · Full analysis span regression · 6 months rolling