+69.2%
IWM vs ENTG
+39.9%
+29.3%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.6% | -1.6% | +0.4% |
| 7D | -2.0% | -17.1% | +15.1% | +2.1% |
| 30D | -1.5% | -23.0% | +21.5% | +4.0% |
| 3M | -8.0% | -10.2% | +2.2% | -7.1% |
| 6M | -4.1% | -17.8% | +13.7% | -3.4% |
| YTD | +11.9% | +52.4% | -40.4% | -6.9% |
| 1Y | +15.0% | +49.8% | -34.8% | -4.2% |
| All | +69.2% | +39.9% | +29.3% | +24.7% |
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