+36.0%
F vs ENTG
+1,234.5%
-1,198.5%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +6.2% | -4.7% | -0.1% |
| 7D | +5.3% | +2.8% | +2.5% | +4.5% |
| 30D | +4.6% | -4.7% | +9.3% | +5.3% |
| 3M | -3.7% | -0.7% | -2.9% | -6.6% |
| 6M | +16.8% | +7.7% | +9.1% | +10.0% |
| YTD | +15.3% | +65.1% | -49.8% | -3.7% |
| 1Y | +31.0% | +74.8% | -43.8% | +6.6% |
| 3Y | +45.4% | +36.9% | +8.5% | +20.4% |
| 5Y | +54.7% | +16.1% | +38.6% | +29.4% |
| 10Y | +98.2% | +740.3% | -642.1% | -2.7% |
| All | +36.0% | +1,234.5% | -1,198.5% | -57.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling