+12.1%
O vs ENTG
-3.4%
+15.5%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.1% | +1.1% | +0.1% |
| 7D | +3.5% | -9.3% | +12.8% | +3.9% |
| 30D | +10.4% | -16.4% | +26.8% | +11.1% |
| 3M | -2.4% | -3.8% | +1.4% | -2.6% |
| 6M | -1.2% | -6.9% | +5.7% | -2.0% |
| YTD | +10.4% | +65.0% | -54.6% | +4.0% |
| 1Y | +11.4% | +61.7% | -50.3% | +5.0% |
| 3Y | +40.4% | +46.6% | -6.2% | +29.2% |
| 5Y | +12.1% | -2.7% | +14.8% | +6.4% |
| All | +12.1% | -3.4% | +15.5% | +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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling