+183.1%
MAR vs ENTG
+3.6%
+179.5%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.7% | -0.4% | -0.9% |
| 7D | +1.8% | +22.8% | -21.0% | -3.1% |
| 30D | +14.3% | -4.9% | +19.2% | +14.4% |
| 3M | +20.0% | -4.8% | +24.8% | +19.3% |
| 6M | +21.7% | +5.6% | +16.1% | +14.0% |
| YTD | +37.7% | +82.4% | -44.7% | +8.1% |
| 1Y | +46.8% | +82.9% | -36.1% | +14.5% |
| 3Y | +121.0% | +62.1% | +58.9% | +67.3% |
| 5Y | +183.1% | +4.3% | +178.8% | +139.9% |
| All | +183.1% | +3.6% | +179.5% | +139.9% |
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