+44.6%
ENTG vs URA
+117.9%
-73.4%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.8% | +5.4% | +5.7% |
| 7D | +2.8% | +1.1% | +1.8% | +2.2% |
| 30D | -4.7% | +7.4% | -12.1% | -8.4% |
| 3M | -0.7% | -8.4% | +7.7% | +4.5% |
| 6M | +7.7% | -12.7% | +20.4% | +15.3% |
| YTD | +65.1% | +7.8% | +57.3% | +57.9% |
| 1Y | +74.8% | +19.5% | +55.3% | +56.6% |
| All | +44.6% | +117.9% | -73.4% | -2.0% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 3y: compounded portfolio wealth divided by compounded URA 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…
3y analysis · Full analysis span regression · 6 months rolling