-81.2%
PATH vs ENTG
+29.4%
-110.6%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +9.4% | -9.6% | -3.8% |
| 7D | -2.7% | -7.6% | +4.9% | -0.4% |
| 30D | -3.7% | -15.5% | +11.8% | +1.1% |
| 3M | -13.8% | -7.8% | -5.9% | -14.4% |
| 6M | +20.3% | -5.9% | +26.2% | +10.9% |
| YTD | -20.8% | +66.7% | -87.6% | -49.9% |
| 1Y | -9.2% | +62.1% | -71.3% | -41.9% |
| 3Y | -21.8% | +56.3% | -78.0% | -55.2% |
| 5Y | -77.4% | -3.8% | -73.6% | -83.3% |
| All | -81.2% | +29.4% | -110.6% | -87.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling