-9.4%
NVTS vs ENTG
+13.7%
-23.1%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.4% | -4.7% | -4.5% |
| 7D | +3.5% | +8.9% | -5.4% | -4.1% |
| 30D | -11.9% | -0.8% | -11.1% | -11.4% |
| 3M | -49.2% | +6.6% | -55.8% | -53.1% |
| 6M | +38.4% | +22.1% | +16.3% | +14.0% |
| YTD | +62.5% | +70.2% | -7.7% | -0.9% |
| 1Y | +101.4% | +76.7% | +24.7% | +17.6% |
| 3Y | +40.4% | +50.5% | -10.0% | -5.9% |
| All | -9.4% | +13.7% | -23.1% | -17.7% |
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 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