+10.6%
ORCL vs ENTG
+53.1%
-42.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +9.4% | -6.3% | +0.4% |
| 7D | +0.5% | -7.6% | +8.1% | +2.6% |
| 30D | -15.3% | -15.5% | +0.2% | -11.4% |
| 3M | -18.2% | -7.8% | -10.4% | -16.8% |
| 6M | -38.4% | -5.9% | -32.5% | -39.0% |
| YTD | -37.7% | +66.7% | -104.5% | -49.0% |
| 1Y | -49.3% | +62.1% | -111.4% | -58.2% |
| 3Y | +10.6% | +56.3% | -45.6% | -10.1% |
| All | +10.6% | +53.1% | -42.5% | -10.1% |
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