+1,516.2%
HWM vs ENTG
+753.2%
+762.9%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.1% | +2.4% | +1.6% |
| 7D | -1.8% | -9.3% | +7.5% | +1.0% |
| 30D | -2.7% | -16.4% | +13.7% | +2.0% |
| 3M | -22.7% | -3.8% | -18.9% | -23.1% |
| 6M | -18.9% | -6.9% | -12.0% | -21.3% |
| YTD | +7.1% | +65.0% | -57.9% | -15.7% |
| 1Y | +4.7% | +61.7% | -57.0% | -17.6% |
| 3Y | +345.6% | +46.6% | +298.9% | +233.5% |
| 5Y | +588.3% | -2.7% | +591.0% | +463.5% |
| 10Y | +1,516.2% | +743.3% | +772.9% | +351.9% |
| All | +1,516.2% | +753.2% | +762.9% | +351.9% |
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