+54,447.5%
FIX vs ENTG
+1,234.5%
+53,213.0%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +6.2% | -4.2% | +0.2% |
| 7D | +6.0% | +2.8% | +3.2% | +5.1% |
| 30D | -7.2% | -4.7% | -2.6% | -6.1% |
| 3M | -15.9% | -0.7% | -15.1% | -16.3% |
| 6M | +12.7% | +7.7% | +5.0% | +9.6% |
| YTD | +72.8% | +65.1% | +7.7% | +49.3% |
| 1Y | +122.9% | +74.8% | +48.1% | +88.5% |
| 3Y | +774.3% | +36.9% | +737.4% | +674.2% |
| 5Y | +2,049.5% | +16.1% | +2,033.4% | +1,788.4% |
| 10Y | +5,821.5% | +740.3% | +5,081.1% | +3,017.3% |
| All | +54,447.5% | +1,234.5% | +53,213.0% | +19,207.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling