+770.1%
ENTG vs URI
+1,313.6%
-543.6%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +6.9% | +2.6% | +5.6% |
| 7D | -7.6% | -4.0% | -3.6% | -4.9% |
| 30D | -15.5% | +6.8% | -22.3% | -18.2% |
| 3M | -7.8% | -2.8% | -5.0% | -6.1% |
| 6M | -5.9% | +20.9% | -26.8% | -14.7% |
| YTD | +66.7% | +40.2% | +26.5% | +35.4% |
| 1Y | +62.1% | +34.1% | +28.0% | +35.3% |
| 3Y | +56.3% | +164.1% | -107.9% | -9.2% |
| 5Y | -3.8% | +199.3% | -203.2% | -48.6% |
| 10Y | +770.1% | +1,218.8% | -448.8% | +170.6% |
| All | +770.1% | +1,313.6% | -543.6% | +170.6% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 10y: compounded portfolio wealth divided by compounded URI 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…
10y analysis · Full analysis span regression · 6 months rolling