+193.5%
NRG vs ENTG
+16.8%
+176.6%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.2% | -0.5% | +1.1% |
| 7D | -4.7% | +1.2% | -5.8% | -5.0% |
| 30D | -6.0% | -12.9% | +6.9% | -2.8% |
| 3M | -8.0% | -3.1% | -4.9% | -9.6% |
| 6M | -23.2% | +21.0% | -44.2% | -29.7% |
| YTD | -28.1% | +67.0% | -95.1% | -39.9% |
| 1Y | -27.3% | +68.6% | -95.9% | -39.7% |
| 3Y | +208.7% | +48.6% | +160.0% | +154.5% |
| All | +193.5% | +16.8% | +176.6% | +139.2% |
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