+65.3%
RIG vs ENTG
+15.6%
+49.8%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.9% | +5.0% | +2.1% |
| 7D | -4.2% | +5.1% | -9.3% | -5.6% |
| 30D | -0.7% | -8.5% | +7.8% | +1.1% |
| 3M | -4.0% | +6.7% | -10.7% | -9.7% |
| 6M | -6.3% | +17.7% | -24.1% | -17.1% |
| YTD | +39.7% | +63.5% | -23.8% | +9.2% |
| 1Y | +78.1% | +73.6% | +4.5% | +34.9% |
| 3Y | -29.5% | +44.6% | -74.0% | -45.9% |
| 5Y | +65.3% | +16.1% | +49.2% | +37.7% |
| All | +65.3% | +15.6% | +49.8% | +37.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling