+47.9%
MS vs ENTG
+76.2%
-28.3%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +6.2% | -5.9% | -0.8% |
| 7D | +1.4% | +2.8% | -1.5% | +0.8% |
| 30D | -0.3% | -4.7% | +4.4% | +0.3% |
| 3M | +0.3% | -0.7% | +1.0% | -2.2% |
| 6M | +31.3% | +7.7% | +23.6% | +24.2% |
| YTD | +24.7% | +65.1% | -40.4% | +7.1% |
| 1Y | +47.9% | +74.8% | -26.9% | +29.2% |
| All | +47.9% | +76.2% | -28.3% | +29.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling