+62.5%
SLB vs ENTG
-10.4%
+73.0%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.6% | -2.0% | +0.1% |
| 7D | -7.1% | -17.1% | +10.0% | -4.0% |
| 30D | +4.1% | -23.0% | +27.1% | +8.6% |
| 3M | -2.6% | -10.2% | +7.6% | -1.9% |
| 6M | -8.6% | -17.8% | +9.2% | -8.2% |
| YTD | +32.2% | +52.4% | -20.2% | +14.9% |
| 1Y | +40.7% | +49.8% | -9.1% | +22.4% |
| 3Y | -4.5% | +42.1% | -46.7% | -19.2% |
| All | +62.5% | -10.4% | +73.0% | +47.5% |
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