+228.4%
GDXJ vs ENTG
+15.6%
+212.8%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.9% | 0.0% | -3.1% |
| 7D | -6.2% | +5.1% | -11.3% | -7.3% |
| 30D | +4.6% | -8.5% | +13.2% | +6.4% |
| 3M | +31.3% | +6.7% | +24.6% | +26.7% |
| 6M | -10.7% | +17.7% | -28.4% | -15.5% |
| YTD | +9.1% | +63.5% | -54.4% | -3.3% |
| 1Y | +44.1% | +73.6% | -29.5% | +25.4% |
| 3Y | +285.4% | +44.6% | +240.8% | +235.3% |
| 5Y | +228.4% | +16.1% | +212.3% | +178.1% |
| All | +228.4% | +15.6% | +212.8% | +178.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling