+25.6%
HAL vs ENTG
+63.3%
-37.7%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -6.5% | +3.3% | -2.9% |
| 7D | -7.7% | -10.3% | +2.6% | -7.3% |
| 30D | +0.7% | -14.4% | +15.0% | +1.1% |
| 3M | +2.5% | -1.1% | +3.6% | +2.2% |
| 6M | -20.7% | +3.0% | -23.7% | -21.8% |
| YTD | +18.4% | +70.1% | -51.7% | +2.1% |
| 1Y | +25.6% | +65.7% | -40.2% | +9.0% |
| All | +25.6% | +63.3% | -37.7% | +9.0% |
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