+227.5%
LOW vs ENTG
+797.5%
-570.0%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.2% | -2.0% | -0.4% |
| 7D | -3.7% | +1.2% | -4.9% | -4.0% |
| 30D | -8.9% | -12.9% | +4.0% | -6.2% |
| 3M | -10.4% | -3.1% | -7.4% | -12.4% |
| 6M | -19.4% | +21.0% | -40.4% | -26.7% |
| YTD | -17.1% | +67.0% | -84.1% | -31.7% |
| 1Y | -26.3% | +68.6% | -94.9% | -40.3% |
| 3Y | -9.9% | +48.6% | -58.5% | -29.3% |
| 5Y | +6.1% | +18.6% | -12.5% | -16.5% |
| All | +227.5% | +797.5% | -570.0% | +31.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling