+54.2%
RGTI vs ENTG
+27.0%
+27.2%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.2% | -1.4% | -0.7% |
| 7D | +0.5% | +1.2% | -0.7% | -0.4% |
| 30D | -17.1% | -12.9% | -4.2% | -9.6% |
| 3M | -26.0% | -3.1% | -22.9% | -26.8% |
| 6M | -9.9% | +21.0% | -30.9% | -23.8% |
| YTD | -31.1% | +67.0% | -98.1% | -54.2% |
| 1Y | -8.5% | +68.6% | -77.1% | -39.0% |
| 3Y | +652.2% | +48.6% | +603.6% | +469.8% |
| 5Y | +56.8% | +18.6% | +38.2% | +28.2% |
| All | +54.2% | +27.0% | +27.2% | +26.2% |
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