+1,351.8%
QLD vs ENTG
+737.3%
+614.6%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.6% | 0.0% | +0.8% |
| 7D | -10.3% | -17.1% | +6.8% | +1.6% |
| 30D | -26.1% | -23.0% | -3.1% | -13.0% |
| 3M | -17.8% | -10.2% | -7.5% | -14.5% |
| 6M | -15.6% | -17.8% | +2.2% | -11.1% |
| YTD | +5.4% | +52.4% | -47.0% | -31.7% |
| 1Y | +5.2% | +49.8% | -44.6% | -31.7% |
| 3Y | +139.4% | +42.1% | +97.3% | +43.8% |
| 5Y | +66.7% | -10.2% | +76.9% | +36.4% |
| All | +1,351.8% | +737.3% | +614.6% | +167.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling