+51.3%
GEV vs ENTG
+75.7%
-24.4%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +2.2% | +1.4% | +2.7% |
| 7D | +1.6% | +1.2% | +0.5% | +1.2% |
| 30D | -7.9% | -12.9% | +4.9% | -2.8% |
| 3M | +5.6% | -3.1% | +8.7% | +5.5% |
| 6M | +13.1% | +21.0% | -7.9% | +2.7% |
| YTD | +46.7% | +67.0% | -20.3% | +16.3% |
| 1Y | +51.3% | +68.6% | -17.3% | +22.2% |
| All | +51.3% | +75.7% | -24.4% | +22.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling