+811.7%
ENTG vs STLA
+46.8%
+765.0%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.9% | +3.2% | +2.3% |
| 7D | +8.9% | +0.4% | +8.5% | +8.6% |
| 30D | -0.8% | -5.2% | +4.4% | +0.9% |
| 3M | +6.6% | -24.9% | +31.4% | +20.9% |
| 6M | +22.1% | -25.2% | +47.3% | +38.7% |
| YTD | +70.2% | -51.4% | +121.6% | +129.9% |
| 1Y | +76.7% | -40.7% | +117.4% | +114.6% |
| 3Y | +50.5% | -66.3% | +116.7% | +133.7% |
| 5Y | +21.8% | -63.2% | +85.0% | +78.3% |
| 10Y | +811.7% | +48.7% | +763.0% | +728.8% |
| All | +811.7% | +46.8% | +765.0% | +728.8% |
Cumulative growth
Daily Returns
Daily percentage return beside STLA.
Daily Out/Under-Performance
Portfolio return minus STLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLA 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 STLA 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