+5.7%
EXC vs ENTG
+72.6%
-66.9%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.7% | -1.0% | +0.8% |
| 7D | +1.2% | +8.9% | -7.7% | +1.6% |
| 30D | -2.7% | -7.2% | +4.5% | -3.0% |
| 3M | -1.0% | +6.4% | -7.4% | -0.3% |
| 6M | -9.3% | +25.7% | -34.9% | -8.0% |
| YTD | +3.6% | +67.9% | -64.2% | +6.0% |
| All | +5.7% | +72.6% | -66.9% | +10.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling