+640.4%
FLEX vs ENTG
+810.6%
-170.2%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +9.4% | +2.6% | +6.8% |
| 7D | -7.2% | -7.6% | +0.4% | -2.2% |
| 30D | -34.8% | -15.5% | -19.3% | -27.7% |
| 3M | -35.6% | -7.8% | -27.7% | -32.1% |
| 6M | -45.0% | -5.9% | -39.1% | -43.6% |
| YTD | +29.4% | +66.7% | -37.4% | -2.6% |
| 1Y | +24.8% | +62.1% | -37.3% | -4.9% |
| 3Y | +304.4% | +56.3% | +248.2% | +191.0% |
| 5Y | +484.1% | -3.8% | +487.9% | +404.0% |
| 10Y | +640.4% | +770.1% | -129.7% | +101.4% |
| All | +640.4% | +810.6% | -170.2% | +101.4% |
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