+13.5%
MS vs ENTG
+45.2%
-31.7%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.6% | -3.1% | -1.0% |
| 7D | -1.6% | -17.1% | +15.6% | +1.6% |
| 30D | -3.8% | -23.0% | +19.2% | +0.3% |
| 3M | -14.6% | -10.2% | -4.4% | -13.8% |
| 6M | -5.1% | -17.8% | +12.7% | -4.9% |
| YTD | +4.5% | +52.4% | -47.8% | -13.0% |
| 1Y | +13.5% | +49.8% | -36.2% | -5.3% |
| All | +13.5% | +45.2% | -31.7% | -5.3% |
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 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