+41.5%
NU vs ENTG
-6.1%
+47.6%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +2.2% | -4.8% | -3.5% |
| 7D | -4.9% | +1.2% | -6.1% | -5.4% |
| 30D | +7.8% | -12.9% | +20.7% | +12.8% |
| 3M | +20.9% | -3.1% | +24.0% | +16.3% |
| 6M | +0.9% | +21.0% | -20.1% | -14.1% |
| YTD | -12.7% | +67.0% | -79.7% | -36.6% |
| 1Y | -6.4% | +68.6% | -75.0% | -33.9% |
| 3Y | +98.1% | +48.6% | +49.5% | +33.5% |
| All | +41.5% | -6.1% | +47.6% | +37.1% |
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