+40.4%
O vs ENTG
+52.9%
-12.5%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.1% | +1.1% | +0.1% |
| 7D | +3.5% | -9.3% | +12.8% | +3.5% |
| 30D | +10.4% | -16.4% | +26.8% | +10.5% |
| 3M | -2.4% | -3.8% | +1.4% | -2.5% |
| 6M | -1.2% | -6.9% | +5.7% | -1.4% |
| YTD | +10.4% | +65.0% | -54.6% | +7.4% |
| 1Y | +11.4% | +61.7% | -50.3% | +8.4% |
| 3Y | +40.4% | +46.6% | -6.2% | +21.7% |
| All | +40.4% | +52.9% | -12.5% | +21.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling