+52.3%
ROST vs ENTG
+69.7%
-17.3%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.9% | +4.0% | +0.4% |
| 7D | -2.5% | +5.1% | -7.6% | -2.9% |
| 30D | -10.3% | -8.5% | -1.8% | -9.8% |
| 3M | -2.6% | +6.7% | -9.3% | -4.8% |
| 6M | +6.5% | +17.7% | -11.2% | +1.9% |
| YTD | +25.9% | +63.5% | -37.5% | +13.7% |
| 1Y | +52.3% | +73.6% | -21.2% | +36.3% |
| All | +52.3% | +69.7% | -17.3% | +36.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling