+5,831.7%
FIX vs ENTG
+748.7%
+5,083.0%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +6.2% | -4.2% | -0.6% |
| 7D | +6.0% | +2.8% | +3.2% | +4.7% |
| 30D | -7.2% | -4.7% | -2.6% | -5.7% |
| 3M | -15.9% | -0.7% | -15.1% | -16.8% |
| 6M | +12.7% | +7.7% | +5.0% | +7.5% |
| YTD | +72.8% | +65.1% | +7.7% | +39.0% |
| 1Y | +122.9% | +74.8% | +48.1% | +73.5% |
| 3Y | +774.3% | +36.9% | +737.4% | +621.8% |
| 5Y | +2,049.5% | +16.1% | +2,033.4% | +1,650.5% |
| All | +5,831.7% | +748.7% | +5,083.0% | +2,033.3% |
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 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