+209.8%
RSP vs ENTG
+786.9%
-577.0%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.4% | -2.3% | -1.3% |
| 7D | -1.8% | +8.9% | -10.7% | -3.8% |
| 30D | -2.5% | -0.8% | -1.7% | -2.8% |
| 3M | +3.0% | +6.6% | -3.5% | -1.5% |
| 6M | +8.9% | +22.1% | -13.2% | -0.7% |
| YTD | +13.0% | +70.2% | -57.2% | -6.6% |
| 1Y | +16.2% | +76.7% | -60.5% | -6.1% |
| 3Y | +52.7% | +50.5% | +2.2% | +21.1% |
| 5Y | +50.5% | +21.8% | +28.7% | +19.0% |
| 10Y | +209.8% | +811.7% | -601.9% | +31.0% |
| All | +209.8% | +786.9% | -577.0% | +31.0% |
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