+15.9%
MS vs ENTG
+57.8%
-41.9%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +9.4% | -6.3% | +1.4% |
| 7D | +0.7% | -7.6% | +8.3% | +1.9% |
| 30D | -0.9% | -15.5% | +14.5% | +1.5% |
| 3M | -13.0% | -7.8% | -5.1% | -12.5% |
| 6M | -2.0% | -5.9% | +4.0% | -4.4% |
| YTD | +7.8% | +66.7% | -59.0% | -12.1% |
| All | +15.9% | +57.8% | -41.9% | -5.1% |
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