+251.1%
PH vs ENTG
+21.6%
+229.5%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.4% | -2.0% | -1.1% |
| 7D | 0.0% | +8.9% | -8.9% | -2.4% |
| 30D | -10.3% | -0.8% | -9.5% | -10.5% |
| 3M | +5.1% | +6.6% | -1.5% | -0.1% |
| 6M | +2.3% | +22.1% | -19.8% | -7.8% |
| YTD | +8.7% | +70.2% | -61.5% | -12.6% |
| 1Y | +26.8% | +76.7% | -49.9% | -0.9% |
| 3Y | +139.2% | +50.5% | +88.7% | +87.4% |
| 5Y | +251.1% | +21.8% | +229.3% | +182.7% |
| All | +251.1% | +21.6% | +229.5% | +182.7% |
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