+417.9%
GE vs ENTG
+21.6%
+396.3%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.4% | -4.2% | -3.2% |
| 7D | -1.2% | +8.9% | -10.2% | -3.2% |
| 30D | -11.3% | -0.8% | -10.4% | -11.5% |
| 3M | -1.4% | +6.6% | -7.9% | -5.5% |
| 6M | +1.2% | +22.1% | -20.9% | -7.1% |
| YTD | +5.9% | +70.2% | -64.2% | -11.2% |
| 1Y | +18.4% | +76.7% | -58.3% | -2.9% |
| 3Y | +271.0% | +50.5% | +220.5% | +201.7% |
| 5Y | +417.9% | +21.8% | +396.1% | +346.5% |
| All | +417.9% | +21.6% | +396.3% | +346.5% |
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