+2,255.2%
HL vs ENTG
+1,257.1%
+998.0%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.7% | -2.8% | -1.5% |
| 7D | +7.1% | +8.9% | -1.9% | +4.6% |
| 30D | +21.4% | -7.2% | +28.7% | +23.3% |
| 3M | +37.4% | +6.4% | +31.0% | +32.7% |
| 6M | +0.4% | +25.7% | -25.3% | -7.2% |
| YTD | +6.7% | +67.9% | -61.2% | -8.5% |
| 1Y | +102.4% | +72.4% | +30.0% | +70.8% |
| 3Y | +417.4% | +48.4% | +369.0% | +336.5% |
| 5Y | +243.3% | +20.1% | +223.3% | +190.0% |
| 10Y | +242.6% | +768.1% | -525.6% | +76.9% |
| All | +2,255.2% | +1,257.1% | +998.0% | +634.2% |
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