+58.5%
ENTG vs URI
+153.1%
-94.6%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.3% | -2.5% | -2.9% |
| 7D | +15.2% | +6.7% | +8.5% | +10.6% |
| 30D | -3.6% | +8.9% | -12.5% | -8.5% |
| 3M | -10.0% | +0.5% | -10.5% | -9.9% |
| 6M | +1.8% | +20.7% | -18.9% | -8.9% |
| YTD | +75.5% | +40.0% | +35.5% | +36.0% |
| 1Y | +82.4% | +34.4% | +48.0% | +46.2% |
| 3Y | +58.5% | +149.5% | -91.0% | -16.3% |
| All | +58.5% | +153.1% | -94.6% | -16.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling