+695.1%
IVV vs ENTG
+1,131.8%
-436.8%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.6% | -2.3% | -0.2% |
| 7D | -2.7% | -17.1% | +14.4% | +0.9% |
| 30D | -5.4% | -23.0% | +17.6% | -0.8% |
| 3M | -4.1% | -10.2% | +6.2% | -3.2% |
| 6M | +0.7% | -17.8% | +18.5% | +1.5% |
| YTD | +8.7% | +52.4% | -43.6% | -4.8% |
| 1Y | +11.0% | +49.8% | -38.8% | -2.9% |
| 3Y | +75.4% | +42.1% | +33.3% | +48.9% |
| 5Y | +68.3% | -10.2% | +78.6% | +50.8% |
| 10Y | +315.5% | +756.0% | -440.4% | +131.7% |
| All | +695.1% | +1,131.8% | -436.8% | +190.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling