+2.0%
FISV vs ENTG
+797.5%
-795.5%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +2.2% | +3.3% | +5.0% |
| 7D | -2.7% | +1.2% | -3.9% | -2.9% |
| 30D | 0.0% | -12.9% | +12.9% | +2.5% |
| 3M | -2.8% | -3.1% | +0.3% | -5.3% |
| 6M | -11.8% | +21.0% | -32.8% | -20.0% |
| YTD | -23.2% | +67.0% | -90.2% | -36.3% |
| 1Y | -62.0% | +68.6% | -130.6% | -69.1% |
| 3Y | -57.6% | +48.6% | -106.2% | -66.7% |
| 5Y | -53.4% | +18.6% | -72.0% | -63.5% |
| All | +2.0% | +797.5% | -795.5% | -55.8% |
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 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