-13.1%
SLB vs ENTG
+757.2%
-770.3%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -3.8% | +5.3% | +2.5% |
| 7D | +3.5% | +15.2% | -11.7% | -0.5% |
| 30D | +6.5% | -3.6% | +10.2% | +6.5% |
| 3M | -0.2% | -10.0% | +9.7% | +0.9% |
| 6M | -5.7% | +1.8% | -7.5% | -11.0% |
| YTD | +36.8% | +75.5% | -38.7% | +8.3% |
| 1Y | +45.8% | +82.4% | -36.6% | +13.8% |
| 3Y | +3.4% | +58.5% | -55.1% | -21.1% |
| 5Y | +76.1% | +0.4% | +75.8% | +45.8% |
| All | -13.1% | +757.2% | -770.3% | -63.9% |
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