+42.7%
ORCL vs ENTG
-0.3%
+42.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.8% | +2.4% | -0.3% |
| 7D | +8.0% | +15.2% | -7.2% | +3.9% |
| 30D | -4.0% | -3.6% | -0.3% | -3.4% |
| 3M | -19.5% | -10.0% | -9.5% | -17.6% |
| 6M | -33.5% | +1.8% | -35.3% | -35.4% |
| YTD | -34.8% | +75.5% | -110.3% | -46.2% |
| 1Y | -41.6% | +82.4% | -124.0% | -52.5% |
| 3Y | +13.8% | +58.5% | -44.7% | -7.6% |
| All | +42.7% | -0.3% | +42.9% | +27.4% |
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