+811.7%
ENTG vs XRT
+120.9%
+690.8%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.6% | +3.0% | +2.8% |
| 7D | +8.9% | -2.4% | +11.3% | +11.2% |
| 30D | -0.8% | -6.9% | +6.1% | +5.1% |
| 3M | +6.6% | -0.4% | +7.0% | +5.9% |
| 6M | +22.1% | +2.2% | +19.8% | +18.9% |
| YTD | +70.2% | -0.7% | +70.9% | +70.4% |
| 1Y | +76.7% | -2.0% | +78.7% | +80.3% |
| 3Y | +50.5% | +41.0% | +9.5% | +15.5% |
| 5Y | +21.8% | -3.3% | +25.1% | +25.0% |
| 10Y | +811.7% | +124.8% | +686.9% | +339.2% |
| All | +811.7% | +120.9% | +690.8% | +339.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XRT.
Daily Out/Under-Performance
Portfolio return minus XRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XRT 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 XRT 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