-42.6%
INTU vs ENTG
-3.9%
-38.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +9.4% | -10.4% | -2.6% |
| 7D | -3.9% | -7.6% | +3.6% | -2.9% |
| 30D | +11.7% | -15.5% | +27.2% | +14.0% |
| 3M | +4.5% | -7.8% | +12.3% | +3.8% |
| 6M | -13.9% | -5.9% | -8.0% | -18.1% |
| YTD | -48.2% | +66.7% | -115.0% | -60.6% |
| 1Y | -47.1% | +62.1% | -109.2% | -59.6% |
| 3Y | -32.5% | +56.3% | -88.7% | -53.1% |
| 5Y | -42.6% | -3.8% | -38.7% | -49.4% |
| All | -42.6% | -3.9% | -38.7% | -49.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling