-6.7%
JD vs ENTG
+56.2%
-62.8%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.1% | +0.8% | -0.3% |
| 7D | +5.2% | -9.3% | +14.5% | +5.2% |
| 30D | +4.5% | -16.4% | +20.9% | +4.6% |
| 3M | -15.4% | -3.8% | -11.6% | -15.6% |
| 6M | -6.0% | -6.9% | +0.9% | -6.4% |
| YTD | +2.2% | +65.0% | -62.8% | -6.8% |
| 1Y | -6.7% | +61.7% | -68.3% | -14.8% |
| All | -6.7% | +56.2% | -62.8% | -14.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling