+357.7%
IGV vs ENTG
+797.5%
-439.8%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.2% | -1.8% | -0.4% |
| 7D | -2.9% | +1.2% | -4.1% | -3.3% |
| 30D | -1.5% | -12.9% | +11.3% | +2.5% |
| 3M | +11.7% | -3.1% | +14.7% | +8.4% |
| 6M | +18.4% | +21.0% | -2.6% | +3.4% |
| YTD | -3.9% | +67.0% | -70.9% | -27.2% |
| 1Y | -9.7% | +68.6% | -78.3% | -32.9% |
| 3Y | +38.4% | +48.6% | -10.2% | -0.3% |
| 5Y | +21.6% | +18.6% | +3.0% | -9.9% |
| All | +357.7% | +797.5% | -439.8% | +48.1% |
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 2016-09-11 to 2026-09-11: 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling