+935.2%
MDB vs ENTG
+380.3%
+554.9%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.1% | +2.5% | +1.9% |
| 7D | -1.0% | -9.3% | +8.3% | +3.4% |
| 30D | -14.0% | -16.4% | +2.4% | -6.9% |
| 3M | -20.3% | -3.8% | -16.5% | -20.7% |
| 6M | +10.9% | -6.9% | +17.8% | +3.9% |
| YTD | -20.9% | +65.0% | -85.9% | -48.4% |
| 1Y | -11.2% | +61.7% | -72.9% | -41.8% |
| 3Y | -11.9% | +46.6% | -58.6% | -45.8% |
| 5Y | -40.2% | -2.7% | -37.5% | -54.1% |
| All | +935.2% | +380.3% | +554.9% | +239.6% |
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