+91.4%
ORCL vs ENTG
+15.6%
+75.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +6.2% | -3.1% | +1.5% |
| 7D | +5.3% | +2.8% | +2.4% | +4.5% |
| 30D | +10.0% | -4.7% | +14.6% | +11.0% |
| 3M | -32.6% | -0.7% | -31.9% | -33.8% |
| 6M | +4.9% | +7.7% | -2.8% | -0.2% |
| YTD | -17.8% | +65.1% | -82.8% | -30.7% |
| 1Y | -28.0% | +74.8% | -102.8% | -40.9% |
| 3Y | +36.0% | +36.9% | -0.9% | +14.8% |
| All | +91.4% | +15.6% | +75.8% | +70.6% |
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