+1,017.5%
MDB vs ENTG
+395.4%
+622.1%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.4% | -0.7% | 0.0% |
| 7D | -4.5% | +8.9% | -13.5% | -8.7% |
| 30D | -14.0% | -0.8% | -13.2% | -14.4% |
| 3M | +5.3% | +6.6% | -1.2% | -5.4% |
| 6M | +31.9% | +22.1% | +9.8% | +5.7% |
| YTD | -14.6% | +70.2% | -84.8% | -44.4% |
| 1Y | +8.2% | +76.7% | -68.5% | -33.0% |
| 3Y | -5.0% | +50.5% | -55.5% | -41.4% |
| 5Y | -24.5% | +21.8% | -46.3% | -47.7% |
| All | +1,017.5% | +395.4% | +622.1% | +266.3% |
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