+271.2%
EW vs ENTG
+757.2%
-486.0%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -3.8% | +5.1% | +2.1% |
| 7D | +4.9% | +15.2% | -10.3% | +1.7% |
| 30D | +23.9% | -3.6% | +27.6% | +23.6% |
| 3M | +15.8% | -10.0% | +25.7% | +16.4% |
| 6M | +31.7% | +1.8% | +29.9% | +24.8% |
| YTD | +25.7% | +75.5% | -49.8% | +2.2% |
| 1Y | +24.4% | +82.4% | -58.0% | -0.2% |
| 3Y | +65.9% | +58.5% | +7.4% | +28.2% |
| 5Y | -7.6% | +0.4% | -8.0% | -22.4% |
| All | +271.2% | +757.2% | -486.0% | +48.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling