+48.4%
NU vs ENTG
-5.6%
+54.0%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.7% | -2.0% | -0.9% |
| 7D | +6.0% | +8.9% | -2.9% | +2.6% |
| 30D | +10.8% | -7.2% | +18.0% | +13.0% |
| 3M | +32.2% | +6.4% | +25.8% | +22.1% |
| 6M | +5.1% | +25.7% | -20.5% | -11.9% |
| YTD | -8.4% | +67.9% | -76.3% | -33.6% |
| 1Y | +0.7% | +72.4% | -71.6% | -29.6% |
| 3Y | +125.1% | +48.4% | +76.7% | +52.1% |
| All | +48.4% | -5.6% | +54.0% | +43.6% |
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