+54.9%
SCHD vs ENTG
+45.4%
+9.5%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.2% | -1.8% | +0.2% |
| 7D | -2.0% | +1.2% | -3.1% | -2.1% |
| 30D | -0.4% | -12.9% | +12.4% | +0.7% |
| 3M | +5.7% | -3.1% | +8.8% | +4.7% |
| 6M | +11.9% | +21.0% | -9.1% | +6.9% |
| YTD | +26.4% | +67.0% | -40.6% | +14.7% |
| 1Y | +27.6% | +68.6% | -41.0% | +14.6% |
| 3Y | +54.9% | +48.6% | +6.3% | +33.0% |
| All | +54.9% | +45.4% | +9.5% | +33.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling