+68.6%
ENTG vs USHY
+3.5%
+65.1%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | 0.0% | +2.1% | +1.9% |
| 7D | +1.2% | -0.7% | +1.9% | +7.8% |
| 30D | -12.9% | -0.7% | -12.2% | -7.1% |
| 3M | -3.1% | +0.1% | -3.1% | -2.3% |
| 6M | +21.0% | +1.8% | +19.2% | +9.4% |
| YTD | +67.0% | +1.8% | +65.2% | +53.0% |
| 1Y | +68.6% | +3.3% | +65.3% | +30.2% |
| All | +68.6% | +3.5% | +65.1% | +30.2% |
Cumulative growth
Daily Returns
Daily percentage return beside USHY.
Daily Out/Under-Performance
Portfolio return minus USHY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USHY 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 1y: compounded portfolio wealth divided by compounded USHY 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…
1y analysis · Full analysis span regression · 6 months rolling