+1,464.0%
NRG vs ENTG
+1,006.4%
+457.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -3.9% | +0.7% | -2.3% |
| 7D | -0.2% | +5.1% | -5.3% | -1.3% |
| 30D | -6.8% | -8.5% | +1.7% | -5.0% |
| 3M | -7.1% | +6.7% | -13.8% | -10.9% |
| 6M | -27.6% | +17.7% | -45.3% | -32.5% |
| YTD | -29.2% | +63.5% | -92.7% | -39.3% |
| 1Y | -29.9% | +73.6% | -103.5% | -41.0% |
| 3Y | +198.7% | +44.6% | +154.1% | +154.1% |
| 5Y | +192.9% | +16.1% | +176.8% | +147.7% |
| 10Y | +1,084.1% | +775.8% | +308.3% | +507.1% |
| All | +1,464.0% | +1,006.4% | +457.6% | +455.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling