+442.4%
HWM vs ENTG
+44.2%
+398.2%
-19.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +6.2% | -6.6% | -1.6% |
| 7D | -2.1% | +2.8% | -4.9% | -2.7% |
| 30D | -11.0% | -4.7% | -6.3% | -10.6% |
| 3M | +4.0% | -0.7% | +4.8% | +1.4% |
| 6M | -0.2% | +7.7% | -7.9% | -5.4% |
| YTD | +26.7% | +65.1% | -38.4% | +8.5% |
| 1Y | +44.7% | +74.8% | -30.1% | +21.1% |
| All | +442.4% | +44.2% | +398.2% | +376.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling