+150.6%
KMI vs ENTG
+16.8%
+133.7%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.2% | -2.5% | -0.5% |
| 7D | -1.7% | +1.2% | -2.9% | -1.8% |
| 30D | -2.7% | -12.9% | +10.1% | -1.8% |
| 3M | -0.7% | -3.1% | +2.4% | -1.3% |
| 6M | -5.0% | +21.0% | -26.0% | -8.3% |
| YTD | +15.5% | +67.0% | -51.5% | +6.9% |
| 1Y | +16.4% | +68.6% | -52.2% | +7.0% |
| 3Y | +114.2% | +48.6% | +65.5% | +92.9% |
| All | +150.6% | +16.8% | +133.7% | +125.8% |
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 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