+143.8%
HAL vs ENTG
+1,234.5%
-1,090.8%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +6.2% | -6.7% | -2.2% |
| 7D | +2.9% | +2.8% | +0.1% | +2.1% |
| 30D | +17.0% | -4.7% | +21.7% | +17.6% |
| 3M | -9.7% | -0.7% | -8.9% | -12.7% |
| 6M | +8.6% | +7.7% | +0.9% | +1.1% |
| YTD | +33.0% | +65.1% | -32.1% | +9.3% |
| 1Y | +68.3% | +74.8% | -6.5% | +34.6% |
| 3Y | +0.1% | +36.9% | -36.8% | -18.2% |
| 5Y | +102.6% | +16.1% | +86.5% | +62.0% |
| 10Y | +3.8% | +740.3% | -736.5% | -51.0% |
| All | +143.8% | +1,234.5% | -1,090.8% | -29.2% |
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