+1,219.2%
ENTG vs ZBRA
+1,608.1%
-388.9%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.8% | +4.5% | +3.4% |
| 7D | +8.9% | +2.6% | +6.4% | +7.2% |
| 30D | -7.2% | -6.4% | -0.9% | -3.4% |
| 3M | +6.4% | +51.3% | -44.9% | -18.3% |
| 6M | +25.7% | +60.5% | -34.8% | -8.0% |
| YTD | +67.9% | +45.2% | +22.7% | +28.6% |
| 1Y | +72.4% | +12.3% | +60.0% | +55.1% |
| 3Y | +48.4% | +37.5% | +10.9% | +17.3% |
| 5Y | +20.1% | -39.2% | +59.3% | +50.0% |
| 10Y | +768.2% | +417.0% | +351.2% | +183.9% |
| All | +1,219.2% | +1,608.1% | -388.9% | +57.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling