-5.6%
MDB vs ENTG
+47.4%
-53.0%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.7% | -5.1% | -3.9% |
| 7D | -18.0% | +8.9% | -27.0% | -20.2% |
| 30D | -10.7% | -7.2% | -3.5% | -9.2% |
| 3M | +1.0% | +6.4% | -5.4% | -5.7% |
| 6M | +31.6% | +25.7% | +5.9% | +11.7% |
| YTD | -15.2% | +67.9% | -83.0% | -37.1% |
| 1Y | +10.1% | +72.4% | -62.2% | -21.1% |
| 3Y | -5.6% | +48.4% | -54.1% | -37.8% |
| All | -5.6% | +47.4% | -53.0% | -37.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling