+502.0%
FIX vs ENTG
+63.2%
+438.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.7% | -2.2% | -2.6% |
| 7D | +16.9% | +22.8% | -5.9% | +5.2% |
| 30D | -30.6% | -4.9% | -25.8% | -28.8% |
| 3M | -35.1% | -4.8% | -30.3% | -33.6% |
| 6M | -44.0% | +5.6% | -49.6% | -46.7% |
| YTD | +21.0% | +82.4% | -61.4% | -12.5% |
| 1Y | +16.2% | +82.9% | -66.7% | -16.4% |
| All | +502.0% | +63.2% | +438.8% | +318.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling