+83.1%
IVV vs ENTG
+15.6%
+67.4%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +6.2% | -6.6% | -1.7% |
| 7D | +0.1% | +2.8% | -2.7% | -0.5% |
| 30D | +0.1% | -4.7% | +4.8% | +0.6% |
| 3M | +2.0% | -0.7% | +2.7% | -0.3% |
| 6M | +13.0% | +7.7% | +5.3% | +7.3% |
| YTD | +13.6% | +65.1% | -51.5% | -3.4% |
| 1Y | +20.1% | +74.8% | -54.7% | -0.5% |
| 3Y | +77.6% | +36.9% | +40.7% | +48.4% |
| All | +83.1% | +15.6% | +67.4% | +53.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling