+537.4%
HWM vs ENTG
-10.4%
+547.8%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.6% | -0.1% | +1.9% |
| 7D | +3.4% | -17.1% | +20.5% | +7.8% |
| 30D | -7.5% | -23.0% | +15.5% | -2.3% |
| 3M | -28.9% | -10.2% | -18.7% | -28.0% |
| 6M | -19.6% | -17.8% | -1.8% | -19.0% |
| YTD | +0.6% | +52.4% | -51.8% | -14.6% |
| 1Y | +0.3% | +49.8% | -49.5% | -14.9% |
| 3Y | +326.1% | +42.1% | +284.0% | +243.7% |
| All | +537.4% | -10.4% | +547.8% | +467.9% |
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 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