+87.0%
SCHW vs ENTG
+42.3%
+44.6%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.9% | +4.7% | +1.1% |
| 7D | -2.8% | +5.1% | -7.9% | -3.2% |
| 30D | -0.1% | -8.5% | +8.5% | +0.6% |
| 3M | +20.6% | +6.7% | +13.9% | +17.2% |
| 6M | +15.9% | +17.7% | -1.8% | +10.1% |
| YTD | +8.5% | +63.5% | -55.0% | -3.6% |
| 1Y | +17.8% | +73.6% | -55.7% | +2.6% |
| All | +87.0% | +42.3% | +44.6% | +55.6% |
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