+75.4%
IVV vs ENTG
+39.6%
+35.8%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.6% | -2.3% | -0.1% |
| 7D | -2.7% | -17.1% | +14.4% | +0.4% |
| 30D | -5.4% | -23.0% | +17.6% | -1.5% |
| 3M | -4.1% | -10.2% | +6.2% | -3.3% |
| 6M | +0.7% | -17.8% | +18.5% | +1.4% |
| YTD | +8.7% | +52.4% | -43.6% | -5.3% |
| 1Y | +11.0% | +49.8% | -38.8% | -3.3% |
| 3Y | +75.4% | +42.1% | +33.3% | +45.0% |
| All | +75.4% | +39.6% | +35.8% | +45.0% |
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