+27.2%
NFLX vs ENTG
+21.6%
+5.6%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.4% | -2.3% | -1.3% |
| 7D | -8.1% | +8.9% | -17.0% | -9.9% |
| 30D | -0.3% | -0.8% | +0.5% | -0.8% |
| 3M | -6.6% | +6.6% | -13.2% | -11.6% |
| 6M | -22.7% | +22.1% | -44.8% | -31.2% |
| YTD | -18.9% | +70.2% | -89.1% | -36.0% |
| 1Y | -39.8% | +76.7% | -116.5% | -54.2% |
| 3Y | +71.7% | +50.5% | +21.2% | +25.2% |
| 5Y | +27.2% | +21.8% | +5.4% | +1.0% |
| All | +27.2% | +21.6% | +5.6% | +1.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling