+181.3%
MS vs ENTG
+37.4%
+144.0%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +6.2% | -5.9% | -1.2% |
| 7D | +1.4% | +2.8% | -1.5% | +0.6% |
| 30D | -0.3% | -4.7% | +4.4% | +0.4% |
| 3M | +0.3% | -0.7% | +1.0% | -2.5% |
| 6M | +31.3% | +7.7% | +23.6% | +23.5% |
| YTD | +24.7% | +65.1% | -40.4% | +3.3% |
| 1Y | +47.9% | +74.8% | -26.9% | +18.9% |
| All | +181.3% | +37.4% | +144.0% | +113.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling