+782.9%
ENTG vs TROW
+130.0%
+652.9%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.2% | +3.3% | +3.1% |
| 7D | +1.2% | -3.2% | +4.4% | +3.8% |
| 30D | -12.9% | -4.6% | -8.3% | -9.5% |
| 3M | -3.1% | -0.7% | -2.4% | -4.0% |
| 6M | +21.0% | +22.2% | -1.2% | +1.2% |
| YTD | +67.0% | +6.6% | +60.4% | +56.2% |
| 1Y | +68.6% | +5.8% | +62.8% | +60.0% |
| 3Y | +48.6% | +11.6% | +37.0% | +35.4% |
| 5Y | +18.6% | -38.9% | +57.5% | +66.7% |
| All | +782.9% | +130.0% | +652.9% | +484.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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