+782.9%
ENTG vs XHB
+215.4%
+567.5%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.6% | +0.6% | +0.6% |
| 7D | +1.2% | -4.6% | +5.8% | +5.8% |
| 30D | -12.9% | -9.1% | -3.7% | -4.7% |
| 3M | -3.1% | -8.6% | +5.5% | +5.9% |
| 6M | +21.0% | -4.0% | +25.0% | +27.0% |
| YTD | +67.0% | -3.9% | +70.9% | +75.1% |
| 1Y | +68.6% | -16.5% | +85.1% | +101.5% |
| 3Y | +48.6% | +22.6% | +26.1% | +25.5% |
| 5Y | +18.6% | +33.9% | -15.3% | -6.4% |
| All | +782.9% | +215.4% | +567.5% | +252.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling