+17.8%
JD vs ENTG
+39.6%
-21.8%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.6% | -0.9% | +1.2% |
| 7D | +13.4% | -17.1% | +30.5% | +16.4% |
| 30D | +7.7% | -23.0% | +30.7% | +11.6% |
| 3M | -11.3% | -10.2% | -1.1% | -11.3% |
| 6M | -5.1% | -17.8% | +12.6% | -5.7% |
| YTD | +5.0% | +52.4% | -47.3% | -14.2% |
| 1Y | -5.6% | +49.8% | -55.4% | -22.9% |
| 3Y | +17.8% | +42.1% | -24.4% | -12.7% |
| All | +17.8% | +39.6% | -21.8% | -12.7% |
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