+2.7%
KMB vs ENTG
-3.9%
+6.6%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +9.4% | -6.2% | +3.3% |
| 7D | +3.4% | -7.6% | +11.0% | +3.3% |
| 30D | +14.7% | -15.5% | +30.2% | +14.7% |
| 3M | +3.3% | -7.8% | +11.1% | +3.3% |
| 6M | +16.8% | -5.9% | +22.7% | +16.6% |
| YTD | +15.2% | +66.7% | -51.5% | +13.8% |
| 1Y | +13.3% | +62.1% | -48.8% | +12.0% |
| 3Y | +5.4% | +56.3% | -50.8% | +3.1% |
| 5Y | +2.7% | -3.8% | +6.5% | -1.7% |
| All | +2.7% | -3.9% | +6.6% | -1.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling