+210.2%
HD vs ENTG
+786.9%
-576.7%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.4% | -2.4% | -1.4% |
| 7D | -1.8% | +8.9% | -10.7% | -3.8% |
| 30D | -10.8% | -0.8% | -10.0% | -11.1% |
| 3M | -2.7% | +6.6% | -9.2% | -6.9% |
| 6M | -10.3% | +22.1% | -32.4% | -18.0% |
| YTD | -7.8% | +70.2% | -78.0% | -23.4% |
| 1Y | -23.1% | +76.7% | -99.8% | -37.7% |
| 3Y | +2.0% | +50.5% | -48.5% | -18.9% |
| 5Y | +6.2% | +21.8% | -15.6% | -15.8% |
| 10Y | +210.2% | +811.7% | -601.6% | +31.2% |
| All | +210.2% | +786.9% | -576.7% | +31.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling