+99.6%
PSX vs ENTG
+76.2%
+23.4%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +6.2% | -6.0% | +0.4% |
| 7D | +4.5% | +2.8% | +1.7% | +4.6% |
| 30D | +26.6% | -4.7% | +31.3% | +26.5% |
| 3M | +39.3% | -0.7% | +40.0% | +38.9% |
| 6M | +56.8% | +7.7% | +49.1% | +56.1% |
| YTD | +101.8% | +65.1% | +36.8% | +90.4% |
| 1Y | +99.6% | +74.8% | +24.8% | +94.1% |
| All | +99.6% | +76.2% | +23.4% | +94.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling