+537.4%
FISV vs ENTG
+1,257.1%
-719.7%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.7% | -5.7% | -4.4% |
| 7D | -1.6% | +8.9% | -10.5% | -3.2% |
| 30D | -3.0% | -7.2% | +4.3% | -1.9% |
| 3M | -3.5% | +6.4% | -9.9% | -7.7% |
| 6M | -19.4% | +25.7% | -45.1% | -26.5% |
| YTD | -24.3% | +67.9% | -92.1% | -35.4% |
| 1Y | -62.4% | +72.4% | -134.7% | -68.5% |
| 3Y | -58.2% | +48.4% | -106.6% | -65.5% |
| 5Y | -56.5% | +20.1% | -76.6% | -64.2% |
| 10Y | -0.5% | +768.1% | -768.7% | -47.2% |
| All | +537.4% | +1,257.1% | -719.7% | +133.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling