+74.8%
ENTG vs UL
-8.6%
+83.4%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.1% | +6.2% | +6.1% |
| 7D | +2.8% | -1.3% | +4.2% | +2.3% |
| 30D | -4.7% | +0.5% | -5.2% | -4.2% |
| 3M | -0.7% | +17.6% | -18.3% | +3.0% |
| 6M | +7.7% | -5.4% | +13.1% | +11.5% |
| YTD | +65.1% | +0.7% | +64.4% | +74.8% |
| 1Y | +74.8% | -9.3% | +84.0% | +95.2% |
| All | +74.8% | -8.6% | +83.4% | +95.2% |
Cumulative growth
Daily Returns
Daily percentage return beside UL.
Daily Out/Under-Performance
Portfolio return minus UL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UL 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 1y: compounded portfolio wealth divided by compounded UL 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…
1y analysis · Full analysis span regression · 6 months rolling