+73.6%
ENTG vs XHB
-16.2%
+89.8%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -2.3% | -1.6% | -1.3% |
| 7D | +5.1% | -5.2% | +10.4% | +11.5% |
| 30D | -8.5% | -12.1% | +3.6% | +5.3% |
| 3M | +6.7% | -6.2% | +12.9% | +15.3% |
| 6M | +17.7% | -6.7% | +24.4% | +27.7% |
| YTD | +63.5% | -5.5% | +68.9% | +75.6% |
| 1Y | +73.6% | -15.6% | +89.2% | +111.1% |
| All | +73.6% | -16.2% | +89.8% | +111.1% |
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