+2,307.7%
ETR vs INCY
+6,534.7%
-4,227.0%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | INCY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.9% | +3.0% | +1.3% |
| 7D | +1.4% | -0.5% | +1.9% | +1.4% |
| 30D | +1.9% | +3.2% | -1.3% | +1.7% |
| 3M | +1.0% | +23.6% | -22.6% | 0.0% |
| 6M | +4.8% | +29.7% | -24.8% | +3.5% |
| YTD | +19.5% | +25.9% | -6.4% | +18.1% |
| 1Y | +28.1% | +43.7% | -15.6% | +25.8% |
| 3Y | +151.1% | +94.4% | +56.7% | +142.5% |
| 5Y | +125.2% | +68.0% | +57.2% | +118.3% |
| 10Y | +291.1% | +52.5% | +238.6% | +276.1% |
| All | +2,307.7% | +6,534.7% | -4,227.0% | +1,820.5% |
Cumulative growth
Daily Returns
Daily percentage return beside INCY.
Daily Out/Under-Performance
Portfolio return minus INCY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INCY 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded INCY 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling