+1,344.1%
ENTG vs XHB
+173.9%
+1,170.2%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +1.0% | +5.2% | +5.3% |
| 7D | +2.8% | -1.3% | +4.1% | +4.1% |
| 30D | -4.7% | -6.9% | +2.2% | +1.6% |
| 3M | -0.7% | -1.3% | +0.5% | +1.1% |
| 6M | +7.7% | -6.8% | +14.5% | +16.0% |
| YTD | +65.1% | +0.7% | +64.3% | +65.8% |
| 1Y | +74.8% | -11.2% | +86.0% | +96.5% |
| 3Y | +36.9% | +25.3% | +11.6% | +14.7% |
| 5Y | +16.1% | +37.3% | -21.2% | -7.5% |
| 10Y | +740.3% | +211.5% | +528.8% | +219.4% |
| All | +1,344.1% | +173.9% | +1,170.2% | +251.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling