+138.6%
NOK vs ENTG
+797.5%
-659.0%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +2.2% | +2.6% | +4.2% |
| 7D | +11.0% | +1.2% | +9.8% | +10.6% |
| 30D | +7.8% | -12.9% | +20.7% | +12.0% |
| 3M | -21.0% | -3.1% | -18.0% | -20.8% |
| 6M | +40.9% | +21.0% | +19.9% | +33.0% |
| YTD | +72.0% | +67.0% | +5.0% | +48.6% |
| 1Y | +140.9% | +68.6% | +72.3% | +104.2% |
| 3Y | +194.3% | +48.6% | +145.6% | +142.1% |
| 5Y | +112.5% | +18.6% | +93.9% | +76.7% |
| All | +138.6% | +797.5% | -659.0% | +15.5% |
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