Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • HWM vs ENTG✓SelectedUSD · ENTGHWM vs ENTG performance historyLatest closeAs of-0.47%09/04
Stock and ETF performance explorer

HWM vs ENTG

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+44.7%
ENTG return
+76.2%
Excess return
-31.5%
Maximum drawdown
-16.3%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 1y.

Portfolio and benchmark returns by period
PeriodPortfolioENTGExcessAlpha
1D-0.5%+6.2%-6.6%-1.4%
7D-2.1%+2.8%-4.9%-2.6%
30D-11.0%-4.7%-6.3%-10.7%
3M+4.0%-0.7%+4.8%+1.4%
6M-0.2%+7.7%-7.9%-5.9%
YTD+26.7%+65.1%-38.4%+10.3%
1Y+44.7%+74.8%-30.1%+25.3%
All+44.7%+76.2%-31.5%+25.3%

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 1y: 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…

1y analysis · Full analysis span regression · 6 months rolling