+303.5%
EWY vs ENTG
+797.5%
-494.0%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.2% | +1.1% | +2.5% |
| 7D | -0.1% | +1.2% | -1.3% | -0.5% |
| 30D | +7.3% | -12.9% | +20.2% | +12.6% |
| 3M | -5.1% | -3.1% | -2.1% | -4.4% |
| 6M | +42.1% | +21.0% | +21.0% | +33.7% |
| YTD | +94.1% | +67.0% | +27.1% | +64.5% |
| 1Y | +147.8% | +68.6% | +79.2% | +107.2% |
| 3Y | +222.9% | +48.6% | +174.3% | +164.1% |
| 5Y | +150.6% | +18.6% | +132.0% | +105.5% |
| All | +303.5% | +797.5% | -494.0% | +68.6% |
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