-6.3%
NVTS vs ENTG
+12.2%
-18.4%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.7% | 0.0% | +0.2% |
| 7D | +9.7% | +8.9% | +0.7% | +1.8% |
| 30D | -13.6% | -7.2% | -6.4% | -7.8% |
| 3M | -51.0% | +6.4% | -57.4% | -54.7% |
| 6M | +46.3% | +25.7% | +20.7% | +17.4% |
| YTD | +68.1% | +67.9% | +0.2% | +3.8% |
| 1Y | +113.9% | +72.4% | +41.5% | +27.7% |
| 3Y | +45.3% | +48.4% | -3.2% | -1.4% |
| All | -6.3% | +12.2% | -18.4% | -13.8% |
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