-52.7%
INTU vs ENTG
+75.0%
-127.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.4% | -2.9% | -1.4% |
| 7D | -8.5% | +8.9% | -17.4% | -7.2% |
| 30D | -6.1% | -0.8% | -5.3% | -6.0% |
| 3M | +7.3% | +6.6% | +0.8% | +9.4% |
| 6M | -33.2% | +22.1% | -55.3% | -31.9% |
| YTD | -52.2% | +70.2% | -122.3% | -53.7% |
| 1Y | -52.7% | +76.7% | -129.4% | -55.2% |
| All | -52.7% | +75.0% | -127.7% | -55.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling