+363.6%
IGV vs ENTG
+757.2%
-393.6%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.8% | +3.5% | +0.9% |
| 7D | +2.3% | +15.2% | -12.8% | -2.4% |
| 30D | -6.0% | -3.6% | -2.4% | -6.1% |
| 3M | -4.8% | -10.0% | +5.2% | -3.7% |
| 6M | +14.2% | +1.8% | +12.4% | +6.1% |
| YTD | -4.2% | +75.5% | -79.7% | -29.9% |
| 1Y | -5.3% | +82.4% | -87.7% | -32.0% |
| 3Y | +38.8% | +58.5% | -19.7% | -3.8% |
| 5Y | +14.2% | +0.4% | +13.9% | -9.9% |
| All | +363.6% | +757.2% | -393.6% | +40.0% |
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