-52.0%
FIS vs ENTG
+838.5%
-890.6%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +11.3% | -4.6% | +4.6% |
| 7D | +1.5% | +7.9% | -6.4% | -0.2% |
| 30D | -11.8% | -3.6% | -8.3% | -11.8% |
| 3M | -28.5% | +2.7% | -31.3% | -29.8% |
| 6M | -27.0% | +3.6% | -30.6% | -30.6% |
| YTD | -53.1% | +83.6% | -136.7% | -62.1% |
| 1Y | -52.8% | +84.9% | -137.6% | -62.0% |
| 3Y | -37.5% | +63.2% | -100.7% | -51.9% |
| 5Y | -71.1% | +4.9% | -76.0% | -76.1% |
| 10Y | -52.0% | +799.3% | -851.3% | -79.0% |
| All | -52.0% | +838.5% | -890.6% | -79.0% |
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