+710.0%
PH vs ENTG
+838.5%
-128.6%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +11.3% | -10.5% | -3.1% |
| 7D | +6.9% | +7.9% | -1.1% | +3.5% |
| 30D | +1.7% | -3.6% | +5.2% | +1.7% |
| 3M | -8.1% | +2.7% | -10.9% | -10.9% |
| 6M | +11.5% | +3.6% | +7.9% | +3.6% |
| YTD | +11.4% | +83.6% | -72.2% | -18.3% |
| 1Y | +14.1% | +84.9% | -70.8% | -17.0% |
| 3Y | +138.2% | +63.2% | +75.0% | +68.2% |
| 5Y | +216.0% | +4.9% | +211.1% | +149.3% |
| 10Y | +710.0% | +799.3% | -89.4% | +148.1% |
| All | +710.0% | +838.5% | -128.6% | +148.1% |
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