+190.4%
ETN vs ENTG
+16.8%
+173.6%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +2.2% | +1.8% | +3.2% |
| 7D | +3.5% | +1.2% | +2.4% | +3.1% |
| 30D | -7.5% | -12.9% | +5.3% | -3.3% |
| 3M | +8.3% | -3.1% | +11.4% | +7.7% |
| 6M | +20.2% | +21.0% | -0.8% | +10.3% |
| YTD | +34.7% | +67.0% | -32.3% | +10.5% |
| 1Y | +19.4% | +68.6% | -49.2% | -3.2% |
| 3Y | +85.5% | +48.6% | +36.9% | +51.1% |
| All | +190.4% | +16.8% | +173.6% | +142.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ENTG.
Daily Out/Under-Performance
Portfolio return minus ENTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENTG 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 ENTG 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