+74.8%
ENTG vs XHB
-9.3%
+84.0%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +1.0% | +5.2% | +5.1% |
| 7D | +2.8% | -1.3% | +4.1% | +4.4% |
| 30D | -4.7% | -6.9% | +2.2% | +3.2% |
| 3M | -0.7% | -1.3% | +0.5% | +1.4% |
| 6M | +7.7% | -6.8% | +14.5% | +16.3% |
| YTD | +65.1% | +0.7% | +64.3% | +65.5% |
| 1Y | +74.8% | -11.2% | +86.0% | +94.8% |
| All | +74.8% | -9.3% | +84.0% | +94.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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