+2,423.9%
MUU vs ENTG
+27.6%
+2,396.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -3.9% | -5.4% | -3.7% |
| 7D | +3.6% | +5.1% | -1.6% | -3.0% |
| 30D | +22.3% | -8.5% | +30.9% | +39.8% |
| 3M | -8.2% | +6.7% | -14.9% | -5.1% |
| 6M | +256.3% | +17.7% | +238.6% | +249.1% |
| YTD | +534.4% | +63.5% | +470.9% | +310.3% |
| 1Y | +2,163.5% | +73.6% | +2,089.9% | +1,249.5% |
| All | +2,423.9% | +27.6% | +2,396.3% | +2,586.7% |
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