+1,520.2%
QLD vs ENTG
+838.5%
+681.7%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +11.3% | -6.7% | -2.9% |
| 7D | -1.2% | +7.9% | -9.1% | -6.2% |
| 30D | -15.7% | -3.6% | -12.2% | -14.9% |
| 3M | -10.0% | +2.7% | -12.8% | -14.5% |
| 6M | -11.2% | +3.6% | -14.8% | -20.2% |
| YTD | +16.4% | +83.6% | -67.3% | -33.7% |
| 1Y | +12.7% | +84.9% | -72.2% | -36.8% |
| 3Y | +152.3% | +63.2% | +89.1% | +38.2% |
| 5Y | +91.8% | +4.9% | +86.9% | +41.5% |
| 10Y | +1,520.2% | +799.3% | +720.9% | +158.3% |
| All | +1,520.2% | +838.5% | +681.7% | +158.3% |
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