+30.3%
O vs ENTG
+47.4%
-17.1%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.7% | -2.1% | -0.4% |
| 7D | -0.6% | +8.9% | -9.5% | -0.7% |
| 30D | -2.0% | -7.2% | +5.3% | -1.9% |
| 3M | +3.0% | +6.4% | -3.4% | +2.4% |
| 6M | -3.6% | +25.7% | -29.3% | -5.1% |
| YTD | +12.1% | +67.9% | -55.8% | +8.7% |
| 1Y | +8.9% | +72.4% | -63.5% | +5.4% |
| 3Y | +30.3% | +48.4% | -18.1% | +17.4% |
| All | +30.3% | +47.4% | -17.1% | +17.4% |
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 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