+128.1%
FIX vs ENTG
+75.0%
+53.1%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.4% | -3.4% | -2.7% |
| 7D | +3.5% | +8.9% | -5.4% | -0.8% |
| 30D | -3.5% | -0.8% | -2.7% | -3.2% |
| 3M | -11.8% | +6.6% | -18.3% | -15.6% |
| 6M | +17.8% | +22.1% | -4.3% | +4.2% |
| YTD | +73.3% | +70.2% | +3.1% | +33.1% |
| 1Y | +128.1% | +76.7% | +51.4% | +76.8% |
| All | +128.1% | +75.0% | +53.1% | +76.8% |
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