-40.7%
INTU vs ENTG
+47.4%
-88.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.7% | -5.8% | -4.2% |
| 7D | -7.5% | +8.9% | -16.5% | -8.0% |
| 30D | -1.9% | -7.2% | +5.3% | -1.7% |
| 3M | +4.9% | +6.4% | -1.5% | +2.4% |
| 6M | -33.2% | +25.7% | -58.9% | -37.6% |
| YTD | -51.4% | +67.9% | -119.3% | -58.1% |
| 1Y | -52.0% | +72.4% | -124.3% | -59.4% |
| 3Y | -40.7% | +48.4% | -89.1% | -51.3% |
| All | -40.7% | +47.4% | -88.1% | -51.3% |
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