+44.7%
IBKR vs ENTG
+76.2%
-31.5%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +6.2% | -6.5% | -1.9% |
| 7D | -3.3% | +2.8% | -6.1% | -4.0% |
| 30D | +4.5% | -4.7% | +9.1% | +5.4% |
| 3M | +6.5% | -0.7% | +7.2% | +2.5% |
| 6M | +34.2% | +7.7% | +26.5% | +23.5% |
| YTD | +44.5% | +65.1% | -20.6% | +13.2% |
| 1Y | +44.7% | +74.8% | -30.1% | +16.6% |
| All | +44.7% | +76.2% | -31.5% | +16.6% |
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