+82.4%
ENTG vs UL
+0.7%
+81.8%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +1.1% | -4.9% | -3.1% |
| 7D | +15.2% | +1.1% | +14.1% | +16.0% |
| 30D | -3.6% | +4.5% | -8.1% | -0.4% |
| 3M | -10.0% | +6.5% | -16.4% | -5.9% |
| 6M | +1.8% | +18.2% | -16.4% | +8.0% |
| YTD | +75.5% | +4.7% | +70.8% | +94.2% |
| 1Y | +82.4% | +0.8% | +81.6% | +104.2% |
| All | +82.4% | +0.7% | +81.8% | +104.2% |
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