+45.4%
NU vs ENTG
-8.0%
+53.4%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.9% | +4.1% | +1.6% |
| 7D | -4.2% | +5.1% | -9.3% | -6.1% |
| 30D | +10.0% | -8.5% | +18.6% | +12.9% |
| 3M | +29.3% | +6.7% | +22.6% | +19.1% |
| 6M | +0.9% | +17.7% | -16.8% | -13.1% |
| YTD | -10.3% | +63.5% | -73.7% | -34.3% |
| 1Y | -3.2% | +73.6% | -76.7% | -32.7% |
| 3Y | +120.6% | +44.6% | +76.0% | +50.4% |
| All | +45.4% | -8.0% | +53.4% | +42.0% |
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