+309.6%
IVV vs ENTG
+810.6%
-500.9%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +9.4% | -7.1% | 0.0% |
| 7D | +0.1% | -7.6% | +7.7% | +1.8% |
| 30D | -3.3% | -15.5% | +12.1% | -0.1% |
| 3M | -2.4% | -7.8% | +5.5% | -2.0% |
| 6M | +2.6% | -5.9% | +8.5% | -0.2% |
| YTD | +11.3% | +66.7% | -55.5% | -9.2% |
| 1Y | +13.4% | +62.1% | -48.6% | -7.2% |
| 3Y | +80.3% | +56.3% | +24.0% | +39.2% |
| 5Y | +72.7% | -3.8% | +76.5% | +46.1% |
| 10Y | +309.6% | +770.1% | -460.4% | +80.1% |
| All | +309.6% | +810.6% | -500.9% | +80.1% |
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