+1,418.0%
QLD vs ENTG
+810.6%
+607.4%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +9.4% | -2.6% | +0.5% |
| 7D | -1.4% | -7.6% | +6.2% | +3.7% |
| 30D | -19.6% | -15.5% | -4.1% | -11.1% |
| 3M | -14.1% | -7.8% | -6.3% | -12.2% |
| 6M | -13.6% | -5.9% | -7.7% | -16.9% |
| YTD | +12.5% | +66.7% | -54.2% | -31.3% |
| 1Y | +13.1% | +62.1% | -48.9% | -30.3% |
| 3Y | +154.7% | +56.3% | +98.5% | +43.4% |
| 5Y | +81.1% | -3.8% | +84.9% | +41.9% |
| 10Y | +1,418.0% | +770.1% | +647.9% | +164.0% |
| All | +1,418.0% | +810.6% | +607.4% | +164.0% |
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