+20.1%
ENTG vs URI
+206.8%
-186.8%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.5% | +1.2% | +1.3% |
| 7D | +8.9% | +2.5% | +6.4% | +7.1% |
| 30D | -7.2% | -12.5% | +5.3% | +1.9% |
| 3M | +6.4% | -6.2% | +12.6% | +12.0% |
| 6M | +25.7% | +25.9% | -0.2% | +5.1% |
| YTD | +67.9% | +26.2% | +41.7% | +37.3% |
| 1Y | +72.4% | +5.5% | +66.9% | +61.3% |
| 3Y | +48.4% | +125.0% | -76.5% | -22.8% |
| 5Y | +20.1% | +210.4% | -190.4% | -54.7% |
| All | +20.1% | +206.8% | -186.8% | -54.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling