+361.2%
ENTG vs USHY
+50.7%
+310.5%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.7% | +1.8% |
| 7D | +8.9% | 0.0% | +8.9% | +8.8% |
| 30D | -7.2% | 0.0% | -7.2% | -7.1% |
| 3M | +6.4% | +1.2% | +5.3% | +3.6% |
| 6M | +25.7% | +2.6% | +23.1% | +18.3% |
| YTD | +67.9% | +2.4% | +65.4% | +59.5% |
| 1Y | +72.4% | +4.2% | +68.1% | +56.9% |
| 3Y | +48.4% | +28.0% | +20.4% | -18.8% |
| 5Y | +20.1% | +21.8% | -1.7% | -21.5% |
| All | +361.2% | +50.7% | +310.5% | +103.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling