+12.9%
SHW vs ENTG
+21.6%
-8.7%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.4% | -3.0% | -1.9% |
| 7D | -3.2% | +8.9% | -12.1% | -4.7% |
| 30D | -11.4% | -0.8% | -10.6% | -11.6% |
| 3M | +3.5% | +6.6% | -3.1% | 0.0% |
| 6M | -3.4% | +22.1% | -25.4% | -9.9% |
| YTD | -0.3% | +70.2% | -70.5% | -13.7% |
| 1Y | -10.4% | +76.7% | -87.1% | -24.1% |
| 3Y | +21.3% | +50.5% | -29.2% | +1.5% |
| 5Y | +12.9% | +21.8% | -8.9% | -7.1% |
| All | +12.9% | +21.6% | -8.7% | -7.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling