+231.4%
INTU vs ENTG
+743.3%
-511.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.1% | +1.7% | +0.9% |
| 7D | -1.2% | -9.3% | +8.0% | +0.7% |
| 30D | +12.4% | -16.4% | +28.8% | +16.0% |
| 3M | +2.3% | -3.8% | +6.1% | 0.0% |
| 6M | -13.3% | -6.9% | -6.4% | -19.1% |
| YTD | -47.9% | +65.0% | -112.9% | -62.4% |
| 1Y | -47.2% | +61.7% | -108.8% | -61.8% |
| 3Y | -33.9% | +46.6% | -80.5% | -55.3% |
| 5Y | -41.3% | -2.7% | -38.7% | -55.3% |
| All | +231.4% | +743.3% | -511.9% | +9.4% |
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