+6.0%
LOW vs ENTG
+15.6%
-9.6%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.9% | +2.9% | -0.3% |
| 7D | -2.6% | +5.1% | -7.8% | -3.5% |
| 30D | -11.1% | -8.5% | -2.6% | -10.0% |
| 3M | -8.5% | +6.7% | -15.2% | -11.9% |
| 6M | -20.8% | +17.7% | -38.6% | -26.1% |
| YTD | -17.2% | +63.5% | -80.7% | -28.7% |
| 1Y | -24.7% | +73.6% | -98.3% | -36.9% |
| 3Y | -9.7% | +44.6% | -54.3% | -25.2% |
| 5Y | +6.0% | +16.1% | -10.1% | -11.0% |
| All | +6.0% | +15.6% | -9.6% | -11.0% |
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