+273.5%
SHW vs ENTG
+778.5%
-505.0%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.9% | +2.9% | -0.1% |
| 7D | -4.5% | +5.1% | -9.6% | -5.6% |
| 30D | -12.7% | -8.5% | -4.2% | -11.3% |
| 3M | +4.7% | +6.7% | -2.0% | +0.2% |
| 6M | -3.4% | +17.7% | -21.2% | -10.6% |
| YTD | -1.3% | +63.5% | -64.8% | -16.5% |
| 1Y | -10.4% | +73.6% | -83.9% | -26.5% |
| 3Y | +20.1% | +44.6% | -24.5% | -2.4% |
| 5Y | +10.5% | +16.1% | -5.6% | -10.7% |
| All | +273.5% | +778.5% | -505.0% | +66.6% |
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 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