+115.4%
HAL vs ENTG
+1,374.7%
-1,259.3%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.1% | -0.3% |
| 7D | +2.6% | +22.8% | -20.2% | -2.9% |
| 30D | -0.1% | -4.9% | +4.8% | +0.2% |
| 3M | -1.1% | -4.8% | +3.7% | -1.6% |
| 6M | -20.7% | +5.6% | -26.3% | -25.9% |
| YTD | +17.5% | +82.4% | -64.9% | -7.2% |
| 1Y | +24.1% | +82.9% | -58.7% | -2.3% |
| 3Y | -8.4% | +62.1% | -70.5% | -29.0% |
| 5Y | +53.2% | +4.3% | +48.9% | +25.0% |
| 10Y | -17.2% | +793.4% | -810.6% | -62.1% |
| All | +115.4% | +1,374.7% | -1,259.3% | -39.8% |
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