+3,441.2%
ENTG vs STLA
+189.2%
+3,252.0%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | -0.2% | +9.7% | +9.5% |
| 7D | -7.6% | -6.4% | -1.2% | -5.6% |
| 30D | -15.5% | -1.3% | -14.1% | -15.4% |
| 3M | -7.8% | -19.9% | +12.1% | -2.1% |
| 6M | -5.9% | -42.9% | +37.0% | +11.6% |
| YTD | +66.7% | -59.4% | +126.2% | +116.2% |
| 1Y | +62.1% | -56.8% | +118.9% | +105.7% |
| 3Y | +56.3% | -73.1% | +129.3% | +127.7% |
| 5Y | -3.8% | -70.1% | +66.3% | +34.8% |
| 10Y | +770.1% | +19.8% | +750.3% | +804.0% |
| All | +3,441.2% | +189.2% | +3,252.0% | +3,376.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling