+356.3%
IGV vs ENTG
+778.5%
-422.2%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.9% | +3.3% | +0.7% |
| 7D | -5.4% | +5.1% | -10.5% | -7.1% |
| 30D | -2.6% | -8.5% | +5.9% | -0.3% |
| 3M | +10.5% | +6.7% | +3.8% | +3.3% |
| 6M | +18.2% | +17.7% | +0.4% | +4.1% |
| YTD | -4.2% | +63.5% | -67.7% | -26.9% |
| 1Y | -9.8% | +73.6% | -83.4% | -33.9% |
| 3Y | +39.1% | +44.6% | -5.4% | +1.2% |
| 5Y | +21.2% | +16.1% | +5.1% | -9.5% |
| All | +356.3% | +778.5% | -422.2% | +48.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling