+238.2%
HL vs ENTG
+15.6%
+222.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.9% | 0.0% | -2.8% |
| 7D | -5.6% | +5.1% | -10.7% | -7.2% |
| 30D | +12.7% | -8.5% | +21.3% | +15.5% |
| 3M | +42.5% | +6.7% | +35.8% | +35.9% |
| 6M | -9.0% | +17.7% | -26.7% | -16.0% |
| YTD | +4.4% | +63.5% | -59.1% | -12.5% |
| 1Y | +82.7% | +73.6% | +9.1% | +49.0% |
| 3Y | +406.3% | +44.6% | +361.7% | +318.0% |
| 5Y | +238.2% | +16.1% | +222.1% | +171.2% |
| All | +238.2% | +15.6% | +222.6% | +171.2% |
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 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