+46.0%
F vs ENTG
+57.0%
-11.0%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.8% | +3.9% | +0.8% |
| 7D | -3.1% | +15.2% | -18.3% | -5.7% |
| 30D | 0.0% | -3.6% | +3.7% | -0.2% |
| 3M | -13.2% | -10.0% | -3.3% | -12.7% |
| 6M | -10.2% | +1.8% | -12.0% | -13.9% |
| YTD | -4.9% | +75.5% | -80.4% | -21.7% |
| 1Y | -6.1% | +82.4% | -88.5% | -23.7% |
| 3Y | +46.0% | +58.5% | -12.5% | +1.9% |
| All | +46.0% | +57.0% | -11.0% | +1.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling