+130.8%
SLB vs ENTG
+15.6%
+115.1%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +6.2% | -6.0% | -0.9% |
| 7D | +0.8% | +2.8% | -2.0% | +0.3% |
| 30D | +15.8% | -4.7% | +20.5% | +16.2% |
| 3M | -0.3% | -0.7% | +0.4% | -2.9% |
| 6M | +21.3% | +7.7% | +13.6% | +15.2% |
| YTD | +52.3% | +65.1% | -12.8% | +31.4% |
| 1Y | +63.6% | +74.8% | -11.2% | +38.2% |
| 3Y | +3.8% | +36.9% | -33.1% | -11.3% |
| All | +130.8% | +15.6% | +115.1% | +99.4% |
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