+80.1%
IVV vs ENTG
+44.2%
+36.0%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +6.2% | -6.6% | -1.5% |
| 7D | +0.1% | +2.8% | -2.7% | -0.4% |
| 30D | +0.1% | -4.7% | +4.8% | +0.6% |
| 3M | +2.0% | -0.7% | +2.7% | 0.0% |
| 6M | +13.0% | +7.7% | +5.3% | +8.0% |
| YTD | +13.6% | +65.1% | -51.5% | -1.7% |
| 1Y | +20.1% | +74.8% | -54.7% | +1.4% |
| All | +80.1% | +44.2% | +36.0% | +51.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling