+14.5%
FIX vs ENTG
+57.8%
-43.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +9.4% | 0.0% | +4.1% |
| 7D | -7.2% | -7.6% | +0.3% | -2.5% |
| 30D | -35.1% | -15.5% | -19.7% | -28.8% |
| 3M | -34.3% | -7.8% | -26.4% | -31.3% |
| 6M | -42.9% | -5.9% | -37.0% | -42.2% |
| YTD | +19.5% | +66.7% | -47.3% | -11.3% |
| All | +14.5% | +57.8% | -43.3% | -13.6% |
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