+77.5%
O vs ENTG
+790.9%
-713.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.1% | -0.5% |
| 7D | -0.4% | +22.8% | -23.2% | -2.6% |
| 30D | +8.3% | -4.9% | +13.1% | +8.3% |
| 3M | -4.0% | -4.8% | +0.8% | -4.3% |
| 6M | -2.6% | +5.6% | -8.2% | -5.6% |
| YTD | +9.9% | +82.4% | -72.5% | -2.3% |
| 1Y | +9.8% | +82.9% | -73.0% | -2.6% |
| 3Y | +39.7% | +62.1% | -22.4% | +20.1% |
| 5Y | +9.2% | +4.3% | +4.9% | -1.8% |
| All | +77.5% | +790.9% | -713.5% | +6.6% |
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 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