+86.4%
F vs ENTG
+761.6%
-675.2%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +1.7% | -5.9% | -4.8% |
| 7D | +1.2% | +8.9% | -7.8% | -1.5% |
| 30D | +1.2% | -7.2% | +8.5% | +2.9% |
| 3M | -5.7% | +6.4% | -12.1% | -11.2% |
| 6M | +17.9% | +25.7% | -7.7% | +3.7% |
| YTD | +10.4% | +67.9% | -57.5% | -13.2% |
| 1Y | +25.3% | +72.4% | -47.0% | -3.8% |
| 3Y | +37.5% | +48.4% | -11.0% | +2.9% |
| 5Y | +46.5% | +20.1% | +26.5% | +12.7% |
| 10Y | +86.4% | +768.2% | -681.8% | -28.0% |
| All | +86.4% | +761.6% | -675.2% | -28.0% |
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