+135.0%
GOOG vs ENTG
+15.6%
+119.4%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.9% | +4.5% | +1.6% |
| 7D | -2.5% | +5.1% | -7.6% | -3.8% |
| 30D | -3.6% | -8.5% | +4.9% | -2.0% |
| 3M | -6.4% | +6.7% | -13.1% | -11.1% |
| 6M | +7.8% | +17.7% | -10.0% | -2.1% |
| YTD | +5.5% | +63.5% | -58.0% | -14.6% |
| 1Y | +38.3% | +73.6% | -35.3% | +8.1% |
| 3Y | +143.1% | +44.6% | +98.5% | +86.6% |
| 5Y | +135.0% | +16.1% | +118.9% | +86.6% |
| All | +135.0% | +15.6% | +119.4% | +86.6% |
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