+72.8%
HCA vs ENTG
+16.8%
+55.9%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.2% | -0.8% | +1.2% |
| 7D | +5.4% | +1.2% | +4.2% | +5.3% |
| 30D | +3.0% | -12.9% | +15.8% | +4.2% |
| 3M | +13.0% | -3.1% | +16.1% | +11.7% |
| 6M | -20.3% | +21.0% | -41.3% | -24.2% |
| YTD | -8.2% | +67.0% | -75.2% | -17.1% |
| 1Y | +6.7% | +68.6% | -61.9% | -4.6% |
| 3Y | +60.4% | +48.6% | +11.7% | +38.5% |
| All | +72.8% | +16.8% | +55.9% | +48.7% |
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