+111.9%
HAL vs ENTG
+21.6%
+90.3%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.4% | -0.5% | +0.6% |
| 7D | -1.3% | +8.9% | -10.3% | -2.9% |
| 30D | +10.9% | -0.8% | +11.7% | +10.6% |
| 3M | -5.8% | +6.6% | -12.4% | -9.6% |
| 6M | +8.1% | +22.1% | -14.0% | -0.6% |
| YTD | +33.2% | +70.2% | -37.0% | +12.0% |
| 1Y | +74.2% | +76.7% | -2.5% | +43.8% |
| 3Y | -3.7% | +50.5% | -54.2% | -21.1% |
| 5Y | +111.9% | +21.8% | +90.1% | +81.0% |
| All | +111.9% | +21.6% | +90.3% | +81.0% |
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 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