+236.7%
INTU vs ENTG
+757.2%
-520.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.8% | +4.2% | +1.4% |
| 7D | +0.1% | +15.2% | -15.1% | -3.9% |
| 30D | +10.1% | -3.6% | +13.7% | +9.2% |
| 3M | -4.2% | -10.0% | +5.8% | -4.4% |
| 6M | -7.2% | +1.8% | -9.0% | -15.8% |
| YTD | -47.7% | +75.5% | -123.2% | -62.9% |
| 1Y | -46.7% | +82.4% | -129.1% | -63.0% |
| 3Y | -34.1% | +58.5% | -92.6% | -56.5% |
| 5Y | -43.3% | +0.4% | -43.6% | -56.9% |
| All | +236.7% | +757.2% | -520.5% | +9.2% |
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