+9.8%
O vs ENTG
+81.0%
-71.1%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.1% | -0.5% |
| 7D | -0.4% | +22.8% | -23.2% | +0.6% |
| 30D | +8.3% | -4.9% | +13.1% | +8.4% |
| 3M | -4.0% | -4.8% | +0.8% | -3.8% |
| 6M | -2.6% | +5.6% | -8.2% | -2.2% |
| YTD | +9.9% | +82.4% | -72.5% | +6.8% |
| 1Y | +9.8% | +82.9% | -73.0% | +6.4% |
| All | +9.8% | +81.0% | -71.1% | +6.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling