+38.9%
IGV vs ENTG
+48.2%
-9.3%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.4% | -2.2% | -1.1% |
| 7D | -1.5% | +8.9% | -10.5% | -3.2% |
| 30D | -3.0% | -0.8% | -2.2% | -3.2% |
| 3M | +9.6% | +6.6% | +3.0% | +5.2% |
| 6M | +16.1% | +22.1% | -6.0% | +6.1% |
| YTD | -3.6% | +70.2% | -73.8% | -21.0% |
| 1Y | -7.8% | +76.7% | -84.6% | -26.2% |
| All | +38.9% | +48.2% | -9.3% | +9.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling