+160.8%
EXC vs ENTG
+786.9%
-626.0%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.4% | -1.9% | -0.7% |
| 7D | +0.3% | +8.9% | -8.6% | -0.4% |
| 30D | -0.9% | -0.8% | 0.0% | -0.9% |
| 3M | -2.7% | +6.6% | -9.2% | -4.4% |
| 6M | -9.4% | +22.1% | -31.5% | -12.7% |
| YTD | +3.0% | +70.2% | -67.1% | -4.8% |
| 1Y | +5.1% | +76.7% | -71.6% | -4.0% |
| 3Y | +20.6% | +50.5% | -29.9% | +7.2% |
| 5Y | +45.7% | +21.8% | +23.9% | +27.9% |
| 10Y | +160.8% | +811.7% | -650.9% | +61.5% |
| All | +160.8% | +786.9% | -626.0% | +61.5% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling