+11.7%
IVV vs ENTG
+57.8%
-46.1%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +9.4% | -7.1% | +1.2% |
| 7D | +0.1% | -7.6% | +7.7% | +0.8% |
| 30D | -3.3% | -15.5% | +12.1% | -1.8% |
| 3M | -2.4% | -7.8% | +5.5% | -2.1% |
| 6M | +2.6% | -5.9% | +8.5% | +1.3% |
| YTD | +11.3% | +66.7% | -55.5% | +0.6% |
| All | +11.7% | +57.8% | -46.1% | +1.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling