+1,049.8%
MDB vs ENTG
+380.6%
+669.2%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +6.2% | -10.2% | -7.1% |
| 7D | -17.4% | +2.8% | -20.3% | -18.8% |
| 30D | -2.0% | -4.7% | +2.7% | -0.7% |
| 3M | -3.0% | -0.7% | -2.3% | -9.8% |
| 6M | +48.7% | +7.7% | +41.0% | +26.5% |
| YTD | -12.1% | +65.1% | -77.2% | -41.9% |
| 1Y | +14.5% | +74.8% | -60.3% | -28.9% |
| 3Y | -6.1% | +36.9% | -43.0% | -38.8% |
| 5Y | -27.3% | +16.1% | -43.4% | -48.4% |
| All | +1,049.8% | +380.6% | +669.2% | +282.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling