+894.4%
MSFT vs ENTG
+838.5%
+55.8%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +11.3% | -13.6% | -5.2% |
| 7D | -6.2% | +7.9% | -14.2% | -8.6% |
| 30D | -3.7% | -3.6% | -0.1% | -3.9% |
| 3M | +3.6% | +2.7% | +0.9% | +0.6% |
| 6M | +26.8% | +3.6% | +23.2% | +18.0% |
| YTD | +8.4% | +83.6% | -75.2% | -18.2% |
| 1Y | +3.3% | +84.9% | -81.6% | -22.8% |
| 3Y | +44.3% | +63.2% | -18.9% | +2.7% |
| 5Y | +63.3% | +4.9% | +58.4% | +29.2% |
| 10Y | +894.4% | +799.3% | +95.1% | +228.9% |
| All | +894.4% | +838.5% | +55.8% | +228.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling