+16.1%
ENTG vs ZBRA
-40.9%
+57.0%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.2% | -3.7% | -3.8% |
| 7D | +5.1% | -3.8% | +8.9% | +7.9% |
| 30D | -8.5% | -10.2% | +1.7% | -1.5% |
| 3M | +6.7% | +58.7% | -52.0% | -23.9% |
| 6M | +17.7% | +61.9% | -44.2% | -18.6% |
| YTD | +63.5% | +41.7% | +21.8% | +21.6% |
| 1Y | +73.6% | +12.4% | +61.2% | +53.5% |
| 3Y | +44.6% | +34.2% | +10.4% | +9.8% |
| 5Y | +16.1% | -40.8% | +56.9% | +59.1% |
| All | +16.1% | -40.9% | +57.0% | +59.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 5y: compounded portfolio wealth divided by compounded ZBRA 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…
5y analysis · Full analysis span regression · 6 months rolling