+313.7%
IVV vs ENTG
+761.6%
-447.9%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.7% | -2.3% | -1.0% |
| 7D | +0.5% | +8.9% | -8.4% | -1.7% |
| 30D | -1.0% | -7.2% | +6.3% | +0.4% |
| 3M | +3.9% | +6.4% | -2.6% | -0.7% |
| 6M | +14.5% | +25.7% | -11.2% | +3.4% |
| YTD | +12.9% | +67.9% | -55.0% | -7.0% |
| 1Y | +19.4% | +72.4% | -53.0% | -3.8% |
| 3Y | +78.8% | +48.4% | +30.4% | +41.6% |
| 5Y | +82.2% | +20.1% | +62.1% | +44.4% |
| 10Y | +313.7% | +768.2% | -454.5% | +76.4% |
| All | +313.7% | +761.6% | -447.9% | +76.4% |
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 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