+812.6%
PH vs ENTG
+786.9%
+25.7%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.4% | -2.0% | -1.1% |
| 7D | 0.0% | +8.9% | -8.9% | -3.0% |
| 30D | -10.3% | -0.8% | -9.5% | -10.6% |
| 3M | +5.1% | +6.6% | -1.5% | -1.5% |
| 6M | +2.3% | +22.1% | -19.8% | -10.1% |
| YTD | +8.7% | +70.2% | -61.5% | -17.0% |
| 1Y | +26.8% | +76.7% | -49.9% | -6.5% |
| 3Y | +139.2% | +50.5% | +88.7% | +75.5% |
| 5Y | +251.1% | +21.8% | +229.3% | +157.5% |
| 10Y | +812.6% | +811.7% | +0.8% | +158.6% |
| All | +812.6% | +786.9% | +25.7% | +158.6% |
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