+248.8%
EW vs ENTG
+838.5%
-589.7%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +11.3% | -9.6% | -0.6% |
| 7D | +6.5% | +7.9% | -1.5% | +4.4% |
| 30D | +22.5% | -3.6% | +26.0% | +22.1% |
| 3M | +13.0% | +2.7% | +10.2% | +10.3% |
| 6M | +37.1% | +3.6% | +33.6% | +29.7% |
| YTD | +24.1% | +83.6% | -59.5% | 0.0% |
| 1Y | +24.2% | +84.9% | -60.6% | -0.5% |
| 3Y | +64.8% | +63.2% | +1.6% | +26.8% |
| 5Y | -7.4% | +4.9% | -12.3% | -22.9% |
| 10Y | +248.8% | +799.3% | -550.5% | +36.8% |
| All | +248.8% | +838.5% | -589.7% | +36.8% |
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