+51.0%
HPQ vs ENTG
+16.8%
+34.1%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +2.2% | +6.2% | +7.8% |
| 7D | +9.8% | +1.2% | +8.6% | +9.4% |
| 30D | +22.4% | -12.9% | +35.2% | +26.7% |
| 3M | +45.2% | -3.1% | +48.2% | +41.2% |
| 6M | +96.4% | +21.0% | +75.4% | +73.4% |
| YTD | +65.4% | +67.0% | -1.6% | +27.8% |
| 1Y | +31.6% | +68.6% | -37.1% | +0.1% |
| 3Y | +37.0% | +48.6% | -11.6% | +2.4% |
| All | +51.0% | +16.8% | +34.1% | +20.4% |
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