+16.2%
ENTG vs URA
+128.0%
-111.8%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -8.3% |
| 3M | -0.7% | -8.4% | +7.7% | +4.8% |
| 6M | +7.7% | -12.7% | +20.4% | +15.8% |
| YTD | +65.1% | +7.8% | +57.3% | +58.1% |
| 1Y | +74.8% | +19.5% | +55.3% | +56.6% |
| 3Y | +36.9% | +116.4% | -79.5% | -14.2% |
| All | +16.2% | +128.0% | -111.8% | -32.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling