-3.7%
FISV vs ENTG
+63.3%
-67.1%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -6.5% | +12.7% | +5.7% |
| 7D | +29.6% | -10.3% | +40.0% | +28.5% |
| 30D | +34.5% | -14.4% | +48.8% | +33.5% |
| 3M | +11.2% | -1.1% | +12.3% | +11.6% |
| 6M | -1.2% | +3.0% | -4.2% | -2.2% |
| YTD | -7.6% | +70.1% | -77.7% | -20.2% |
| 1Y | -3.7% | +65.7% | -69.5% | -16.8% |
| All | -3.7% | +63.3% | -67.1% | -16.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling