+6.3%
HAL vs ENTG
+814.5%
-808.3%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.4% | -0.5% | +0.5% |
| 7D | -1.3% | +8.9% | -10.3% | -3.9% |
| 30D | +10.9% | -0.8% | +11.7% | +10.5% |
| 3M | -5.8% | +6.6% | -12.4% | -11.8% |
| 6M | +8.1% | +22.1% | -14.0% | -5.1% |
| YTD | +33.2% | +70.2% | -37.0% | +2.7% |
| 1Y | +74.2% | +76.7% | -2.5% | +30.3% |
| 3Y | -3.7% | +50.5% | -54.2% | -29.2% |
| 5Y | +111.9% | +21.8% | +90.1% | +51.7% |
| All | +6.3% | +814.5% | -808.3% | -64.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling