+172.3%
MS vs ENTG
+47.6%
+124.8%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.1% | +1.3% | +0.5% |
| 7D | +0.8% | -9.3% | +10.1% | +2.8% |
| 30D | -0.7% | -16.4% | +15.7% | +2.8% |
| 3M | -12.4% | -3.8% | -8.5% | -12.8% |
| 6M | -1.7% | -6.9% | +5.2% | -3.9% |
| YTD | +8.0% | +65.0% | -56.9% | -11.3% |
| 1Y | +16.2% | +61.7% | -45.5% | -4.3% |
| All | +172.3% | +47.6% | +124.8% | +92.3% |
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 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