+148.2%
GE vs ENTG
+1,234.5%
-1,086.3%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +6.2% | -5.1% | -0.3% |
| 7D | -1.6% | +2.8% | -4.4% | -2.3% |
| 30D | -11.6% | -4.7% | -6.9% | -11.0% |
| 3M | +3.0% | -0.7% | +3.7% | +0.6% |
| 6M | -0.5% | +7.7% | -8.2% | -5.3% |
| YTD | +9.7% | +65.1% | -55.3% | -5.9% |
| 1Y | +20.0% | +74.8% | -54.8% | +0.5% |
| 3Y | +275.8% | +36.9% | +238.9% | +219.6% |
| 5Y | +429.1% | +16.1% | +413.0% | +347.0% |
| 10Y | +151.2% | +740.3% | -589.2% | +31.0% |
| All | +148.2% | +1,234.5% | -1,086.3% | -22.8% |
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