+0.8%
SCHW vs ENTG
+63.3%
-62.6%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -6.5% | +11.1% | +4.4% |
| 7D | +5.2% | -10.3% | +15.5% | +4.9% |
| 30D | -4.7% | -14.4% | +9.7% | -5.0% |
| 3M | -11.9% | -1.1% | -10.8% | -11.8% |
| 6M | +2.7% | +3.0% | -0.2% | +1.8% |
| YTD | -5.6% | +70.1% | -75.7% | -14.5% |
| 1Y | +0.8% | +65.7% | -65.0% | -8.5% |
| All | +0.8% | +63.3% | -62.6% | -8.5% |
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