-62.0%
FISV vs ENTG
+75.7%
-137.6%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +2.2% | +3.3% | +5.5% |
| 7D | -2.7% | +1.2% | -3.9% | -2.6% |
| 30D | 0.0% | -12.9% | +12.9% | -0.7% |
| 3M | -2.8% | -3.1% | +0.3% | -3.2% |
| 6M | -11.8% | +21.0% | -32.8% | -14.9% |
| YTD | -23.2% | +67.0% | -90.2% | -28.1% |
| 1Y | -62.0% | +68.6% | -130.6% | -64.3% |
| All | -62.0% | +75.7% | -137.6% | -64.3% |
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 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