-4.3%
JD vs ENTG
+45.0%
-49.3%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +6.2% | -4.3% | +0.7% |
| 7D | -1.7% | +2.8% | -4.5% | -2.2% |
| 30D | -13.2% | -4.7% | -8.5% | -12.9% |
| 3M | -3.2% | -0.7% | -2.5% | -6.4% |
| 6M | +15.2% | +7.7% | +7.5% | +7.5% |
| YTD | +2.0% | +65.1% | -63.1% | -17.1% |
| 1Y | -5.4% | +74.8% | -80.2% | -25.3% |
| All | -4.3% | +45.0% | -49.3% | -25.8% |
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 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