+1,307.3%
PWR vs ENTG
+1,234.5%
+72.8%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +6.2% | -5.4% | -1.3% |
| 7D | +3.6% | +2.8% | +0.8% | +2.5% |
| 30D | -8.6% | -4.7% | -3.9% | -7.5% |
| 3M | -13.2% | -0.7% | -12.4% | -14.7% |
| 6M | +9.9% | +7.7% | +2.2% | +3.9% |
| YTD | +48.0% | +65.1% | -17.0% | +20.9% |
| 1Y | +66.2% | +74.8% | -8.6% | +31.6% |
| 3Y | +195.1% | +36.9% | +158.2% | +140.8% |
| 5Y | +442.6% | +16.1% | +426.4% | +338.6% |
| 10Y | +2,334.2% | +740.3% | +1,593.9% | +875.2% |
| All | +1,307.3% | +1,234.5% | +72.8% | +200.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling