+6,208.6%
ROL vs ENTG
+1,248.1%
+4,960.5%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +9.4% | -7.4% | +0.5% |
| 7D | +7.5% | -7.6% | +15.1% | +8.6% |
| 30D | +21.1% | -15.5% | +36.6% | +23.5% |
| 3M | +3.1% | -7.8% | +11.0% | +2.9% |
| 6M | -27.4% | -5.9% | -21.5% | -29.6% |
| YTD | -34.7% | +66.7% | -101.5% | -43.8% |
| 1Y | -32.9% | +62.1% | -95.0% | -42.1% |
| 3Y | +6.1% | +56.3% | -50.1% | -12.8% |
| 5Y | +16.3% | -3.8% | +20.2% | +0.1% |
| 10Y | +214.9% | +770.1% | -555.2% | +65.4% |
| All | +6,208.6% | +1,248.1% | +4,960.5% | +2,148.3% |
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 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