+4.7%
HWM vs ENTG
+56.2%
-51.5%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.1% | +2.4% | +1.5% |
| 7D | -1.8% | -9.3% | +7.5% | -0.4% |
| 30D | -2.7% | -16.4% | +13.7% | -0.4% |
| 3M | -22.7% | -3.8% | -18.9% | -22.7% |
| 6M | -18.9% | -6.9% | -12.0% | -20.4% |
| YTD | +7.1% | +65.0% | -57.9% | -6.7% |
| 1Y | +4.7% | +61.7% | -57.0% | -8.8% |
| All | +4.7% | +56.2% | -51.5% | -8.8% |
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