-25.8%
PATH vs ENTG
+52.9%
-78.8%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.1% | -0.1% | -0.9% |
| 7D | -2.3% | -9.3% | +7.0% | -0.6% |
| 30D | -4.8% | -16.4% | +11.5% | -2.0% |
| 3M | -17.7% | -3.8% | -13.9% | -18.5% |
| 6M | +18.9% | -6.9% | +25.8% | +14.6% |
| YTD | -21.7% | +65.0% | -86.7% | -42.3% |
| 1Y | -9.6% | +61.7% | -71.3% | -33.0% |
| 3Y | -25.8% | +46.6% | -72.5% | -58.9% |
| All | -25.8% | +52.9% | -78.8% | -58.9% |
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 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