+213.6%
PH vs ENTG
-3.4%
+217.0%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.1% | +2.0% | +1.2% |
| 7D | +2.1% | -9.3% | +11.4% | +4.7% |
| 30D | +0.3% | -16.4% | +16.6% | +4.6% |
| 3M | -8.8% | -3.8% | -5.0% | -9.1% |
| 6M | +10.0% | -6.9% | +17.0% | +7.3% |
| YTD | +10.5% | +65.0% | -54.5% | -11.2% |
| 1Y | +15.5% | +61.7% | -46.2% | -7.0% |
| 3Y | +136.4% | +46.6% | +89.7% | +85.0% |
| 5Y | +213.6% | -2.7% | +216.3% | +165.2% |
| All | +213.6% | -3.4% | +217.0% | +165.2% |
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