+3,800.0%
FIX vs ENTG
+810.6%
+2,989.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +9.4% | 0.0% | +5.5% |
| 7D | -7.2% | -7.6% | +0.3% | -3.6% |
| 30D | -35.1% | -15.5% | -19.7% | -30.2% |
| 3M | -34.3% | -7.8% | -26.4% | -31.9% |
| 6M | -42.9% | -5.9% | -37.0% | -42.2% |
| YTD | +19.5% | +66.7% | -47.3% | -3.9% |
| 1Y | +16.8% | +62.1% | -45.3% | -5.2% |
| 3Y | +506.7% | +56.3% | +450.5% | +382.0% |
| 5Y | +1,046.7% | -3.8% | +1,050.5% | +914.6% |
| 10Y | +3,800.0% | +770.1% | +3,029.9% | +1,309.4% |
| All | +3,800.0% | +810.6% | +2,989.4% | +1,309.4% |
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