+3.4%
SLB vs ENTG
+57.0%
-53.6%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -3.8% | +5.3% | +2.3% |
| 7D | +3.5% | +15.2% | -11.7% | +0.3% |
| 30D | +6.5% | -3.6% | +10.2% | +6.5% |
| 3M | -0.2% | -10.0% | +9.7% | +0.7% |
| 6M | -5.7% | +1.8% | -7.5% | -10.2% |
| YTD | +36.8% | +75.5% | -38.7% | +9.9% |
| 1Y | +45.8% | +82.4% | -36.6% | +15.5% |
| 3Y | +3.4% | +58.5% | -55.1% | -22.3% |
| All | +3.4% | +57.0% | -53.6% | -22.3% |
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