+116.5%
HAL vs ENTG
+1,384.4%
-1,267.9%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +11.3% | -7.9% | +0.5% |
| 7D | -0.2% | +7.9% | -8.2% | -2.6% |
| 30D | +1.0% | -3.6% | +4.6% | +1.0% |
| 3M | -2.1% | +2.7% | -4.9% | -4.6% |
| 6M | -17.5% | +3.6% | -21.0% | -22.5% |
| YTD | +18.1% | +83.6% | -65.5% | -6.8% |
| 1Y | +19.7% | +84.9% | -65.1% | -6.0% |
| 3Y | -7.9% | +63.2% | -71.1% | -28.8% |
| 5Y | +53.1% | +4.9% | +48.1% | +24.7% |
| 10Y | -16.8% | +799.3% | -816.1% | -61.9% |
| All | +116.5% | +1,384.4% | -1,267.9% | -39.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling