+1,639.3%
INTU vs ENTG
+1,234.5%
+404.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +6.2% | -9.5% | -4.8% |
| 7D | -7.1% | +2.8% | -9.9% | -7.8% |
| 30D | +1.5% | -4.7% | +6.1% | +1.9% |
| 3M | +10.7% | -0.7% | +11.4% | +6.5% |
| 6M | -23.8% | +7.7% | -31.6% | -29.7% |
| YTD | -49.3% | +65.1% | -114.4% | -58.4% |
| 1Y | -49.7% | +74.8% | -124.4% | -59.8% |
| 3Y | -38.0% | +36.9% | -74.9% | -49.6% |
| 5Y | -38.7% | +16.1% | -54.8% | -49.5% |
| 10Y | +221.3% | +740.3% | -519.0% | +68.4% |
| All | +1,639.3% | +1,234.5% | +404.8% | +442.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling