+1,065.2%
NRG vs ENTG
+797.5%
+267.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.2% | -0.5% | +1.0% |
| 7D | -4.7% | +1.2% | -5.8% | -5.0% |
| 30D | -6.0% | -12.9% | +6.9% | -2.6% |
| 3M | -8.0% | -3.1% | -4.9% | -9.8% |
| 6M | -23.2% | +21.0% | -44.2% | -30.0% |
| YTD | -28.1% | +67.0% | -95.1% | -40.4% |
| 1Y | -27.3% | +68.6% | -95.9% | -40.2% |
| 3Y | +208.7% | +48.6% | +160.0% | +151.5% |
| 5Y | +197.7% | +18.6% | +179.0% | +140.7% |
| All | +1,065.2% | +797.5% | +267.7% | +375.8% |
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