+601.0%
MPC vs ENTG
-0.3%
+601.3%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.8% | +4.2% | +1.0% |
| 7D | +11.2% | +15.2% | -3.9% | +9.0% |
| 30D | -14.5% | -3.6% | -10.9% | -14.4% |
| 3M | +16.7% | -10.0% | +26.6% | +17.4% |
| 6M | +67.6% | +1.8% | +65.8% | +62.4% |
| YTD | +157.9% | +75.5% | +82.4% | +121.6% |
| 1Y | +116.7% | +82.4% | +34.3% | +84.2% |
| 3Y | +199.8% | +58.5% | +141.3% | +149.1% |
| All | +601.0% | -0.3% | +601.3% | +523.2% |
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