+72.2%
F vs ENTG
+753.2%
-681.0%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.1% | -0.9% | -1.6% |
| 7D | -0.2% | -9.3% | +9.0% | +2.1% |
| 30D | +0.9% | -16.4% | +17.3% | +4.9% |
| 3M | -11.3% | -3.8% | -7.5% | -12.6% |
| 6M | +2.0% | -6.9% | +9.0% | -2.1% |
| YTD | -3.2% | +65.0% | -68.1% | -25.0% |
| 1Y | -3.5% | +61.7% | -65.1% | -25.1% |
| 3Y | +48.1% | +46.6% | +1.5% | +9.4% |
| 5Y | -13.5% | -2.7% | -10.8% | -29.8% |
| 10Y | +72.2% | +743.3% | -671.1% | -31.9% |
| All | +72.2% | +753.2% | -681.0% | -31.9% |
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