+50.9%
O vs ENTG
+778.5%
-727.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.9% | +3.0% | -0.5% |
| 7D | -3.5% | +5.1% | -8.6% | -4.1% |
| 30D | -3.3% | -8.5% | +5.2% | -2.5% |
| 3M | -2.8% | +6.7% | -9.5% | -5.2% |
| 6M | -5.8% | +17.7% | -23.5% | -10.0% |
| YTD | +9.4% | +63.5% | -54.1% | -0.8% |
| 1Y | +5.7% | +73.6% | -67.9% | -5.7% |
| 3Y | +27.2% | +44.6% | -17.3% | +11.6% |
| 5Y | +17.2% | +16.1% | +1.1% | +2.0% |
| All | +50.9% | +778.5% | -727.6% | -3.0% |
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 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