+42.1%
ENTG vs URI
+138.8%
-96.6%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.1% | +1.5% | +1.8% |
| 7D | -17.1% | -9.8% | -7.3% | -10.7% |
| 30D | -23.0% | +1.7% | -24.7% | -23.7% |
| 3M | -10.2% | -9.1% | -1.2% | -4.2% |
| 6M | -17.8% | +9.9% | -27.6% | -21.9% |
| YTD | +52.4% | +31.2% | +21.2% | +22.9% |
| 1Y | +49.8% | +25.9% | +23.9% | +25.0% |
| 3Y | +42.1% | +147.4% | -105.3% | -26.0% |
| All | +42.1% | +138.8% | -96.6% | -26.0% |
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