+469.4%
PWR vs ENTG
+16.8%
+452.6%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +2.2% | +3.0% | +4.5% |
| 7D | +4.2% | +1.2% | +3.0% | +3.8% |
| 30D | -4.0% | -12.9% | +8.8% | +0.1% |
| 3M | -4.8% | -3.1% | -1.7% | -5.6% |
| 6M | +14.6% | +21.0% | -6.4% | +4.6% |
| YTD | +54.2% | +67.0% | -12.8% | +25.8% |
| 1Y | +67.1% | +68.6% | -1.5% | +34.4% |
| 3Y | +218.5% | +48.6% | +169.8% | +155.8% |
| All | +469.4% | +16.8% | +452.6% | +395.9% |
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