+359.1%
PCAR vs ENTG
+761.6%
-402.5%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.7% | -3.5% | -2.2% |
| 7D | 0.0% | +8.9% | -8.9% | -2.1% |
| 30D | -7.7% | -7.2% | -0.5% | -6.4% |
| 3M | +3.7% | +6.4% | -2.7% | -0.6% |
| 6M | +2.3% | +25.7% | -23.4% | -7.0% |
| YTD | +12.8% | +67.9% | -55.1% | -5.7% |
| 1Y | +27.8% | +72.4% | -44.6% | +4.8% |
| 3Y | +61.8% | +48.4% | +13.4% | +31.1% |
| 5Y | +168.2% | +20.1% | +148.1% | +116.3% |
| 10Y | +359.1% | +768.2% | -409.1% | +83.1% |
| All | +359.1% | +761.6% | -402.5% | +83.1% |
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 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