-8.1%
PATH vs ENTG
+45.2%
-53.3%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.6% | -2.7% | 0.0% |
| 7D | -5.3% | -17.1% | +11.8% | -5.9% |
| 30D | -0.5% | -23.0% | +22.5% | -1.5% |
| 3M | -7.1% | -10.2% | +3.1% | -6.9% |
| 6M | +23.8% | -17.8% | +41.6% | +23.8% |
| YTD | -20.7% | +52.4% | -73.1% | -34.2% |
| 1Y | -8.1% | +49.8% | -57.9% | -23.1% |
| All | -8.1% | +45.2% | -53.3% | -23.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling