+1,237.3%
ENTG vs TROW
+951.9%
+285.4%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.5% | +2.9% | +2.5% |
| 7D | +8.9% | -1.5% | +10.4% | +10.1% |
| 30D | -0.8% | -5.3% | +4.5% | +3.1% |
| 3M | +6.6% | +2.9% | +3.6% | +3.0% |
| 6M | +22.1% | +22.2% | -0.1% | +3.8% |
| YTD | +70.2% | +8.1% | +62.1% | +58.8% |
| 1Y | +76.7% | +5.8% | +70.9% | +68.9% |
| 3Y | +50.5% | +14.0% | +36.5% | +37.3% |
| 5Y | +21.8% | -38.3% | +60.1% | +76.5% |
| 10Y | +811.7% | +131.7% | +680.1% | +374.8% |
| All | +1,237.3% | +951.9% | +285.4% | +76.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling