+16.9%
JD vs ENTG
+786.9%
-770.0%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.4% | -3.8% | -2.9% |
| 7D | -3.0% | +8.9% | -11.9% | -5.8% |
| 30D | -19.3% | -0.8% | -18.5% | -19.8% |
| 3M | -6.0% | +6.6% | -12.6% | -13.0% |
| 6M | +1.8% | +22.1% | -20.3% | -12.3% |
| YTD | -2.6% | +70.2% | -72.7% | -27.8% |
| 1Y | -17.4% | +76.7% | -94.2% | -40.7% |
| 3Y | -8.6% | +50.5% | -59.1% | -35.2% |
| 5Y | -61.6% | +21.8% | -83.4% | -71.9% |
| 10Y | +16.9% | +811.7% | -794.9% | -61.5% |
| All | +16.9% | +786.9% | -770.0% | -61.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling