+42.1%
ENTG vs URA
+36.0%
+6.2%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +4.4% | -1.8% | -0.1% |
| 7D | -17.1% | -4.1% | -13.0% | -14.7% |
| 30D | -23.0% | -19.0% | -4.0% | -12.2% |
| 3M | -10.2% | -25.1% | +14.9% | +6.9% |
| 6M | -17.8% | -44.5% | +26.7% | +15.3% |
| YTD | +52.4% | -24.3% | +76.7% | +79.3% |
| 1Y | +49.8% | -28.1% | +77.9% | +80.5% |
| 3Y | +42.1% | +40.7% | +1.5% | +14.4% |
| All | +42.1% | +36.0% | +6.2% | +14.4% |
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