+9,127.5%
QLD vs ENTG
+1,388.5%
+7,739.0%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +6.2% | -5.8% | -3.0% |
| 7D | +0.6% | +2.8% | -2.3% | -1.1% |
| 30D | -0.1% | -4.7% | +4.5% | +1.5% |
| 3M | -8.4% | -0.7% | -7.6% | -11.2% |
| 6M | +32.2% | +7.7% | +24.5% | +20.4% |
| YTD | +28.9% | +65.1% | -36.2% | -8.5% |
| 1Y | +43.8% | +74.8% | -31.0% | -3.1% |
| 3Y | +176.6% | +36.9% | +139.7% | +104.4% |
| 5Y | +121.6% | +16.1% | +105.5% | +76.9% |
| 10Y | +1,652.9% | +740.3% | +912.6% | +456.2% |
| All | +9,127.5% | +1,388.5% | +7,739.0% | +2,040.8% |
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