+43.5%
F vs ENTG
+39.6%
+3.9%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.6% | -3.3% | -1.2% |
| 7D | +1.6% | -17.1% | +18.7% | +4.8% |
| 30D | +2.6% | -23.0% | +25.6% | +7.0% |
| 3M | -8.8% | -10.2% | +1.4% | -8.5% |
| 6M | +4.6% | -17.8% | +22.4% | +4.8% |
| YTD | -1.9% | +52.4% | -54.3% | -17.0% |
| 1Y | -0.8% | +49.8% | -50.6% | -16.0% |
| 3Y | +43.5% | +42.1% | +1.3% | +0.9% |
| All | +43.5% | +39.6% | +3.9% | +0.9% |
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