-55.8%
FISV vs ENTG
+15.6%
-71.4%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.9% | +4.5% | +1.0% |
| 7D | -7.2% | +5.1% | -12.3% | -7.8% |
| 30D | -7.2% | -8.5% | +1.3% | -6.4% |
| 3M | -8.2% | +6.7% | -14.9% | -11.3% |
| 6M | -17.7% | +17.7% | -35.4% | -22.9% |
| YTD | -27.2% | +63.5% | -90.6% | -36.1% |
| 1Y | -63.0% | +73.6% | -136.6% | -68.3% |
| 3Y | -59.8% | +44.6% | -104.3% | -66.1% |
| 5Y | -55.8% | +16.1% | -71.9% | -63.1% |
| All | -55.8% | +15.6% | -71.4% | -63.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling