+15.3%
ENTG vs UUUU
+79.1%
-63.8%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -5.0% | +7.2% | +3.4% |
| 7D | +1.2% | -10.5% | +11.7% | +4.0% |
| 30D | -12.9% | -10.5% | -2.4% | -10.6% |
| 3M | -3.1% | -14.1% | +11.1% | +0.7% |
| 6M | +21.0% | -35.5% | +56.5% | +32.8% |
| YTD | +67.0% | -10.9% | +77.9% | +64.9% |
| 1Y | +68.6% | +3.4% | +65.3% | +53.0% |
| 3Y | +48.6% | +73.1% | -24.5% | +4.8% |
| All | +15.3% | +79.1% | -63.8% | -25.1% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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