-76.8%
PATH vs ENTG
-14.7%
-62.1%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -12.7% | +9.0% | +1.2% |
| 7D | -5.6% | -22.0% | +16.4% | +3.5% |
| 30D | -0.7% | -25.2% | +24.5% | +9.6% |
| 3M | -5.9% | -14.2% | +8.4% | -3.9% |
| 6M | +21.6% | -16.3% | +37.9% | +17.2% |
| YTD | -20.6% | +48.5% | -69.1% | -47.5% |
| 1Y | -10.6% | +41.4% | -52.0% | -39.5% |
| 3Y | -24.9% | +36.7% | -61.6% | -54.8% |
| 5Y | -76.8% | -12.5% | -64.3% | -82.0% |
| All | -76.8% | -14.7% | -62.1% | -82.0% |
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