+70.3%
T vs ENTG
+797.5%
-727.3%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.2% | -0.2% | +1.9% |
| 7D | +1.5% | +1.2% | +0.3% | +1.4% |
| 30D | +7.5% | -12.9% | +20.3% | +8.2% |
| 3M | +14.8% | -3.1% | +17.9% | +14.1% |
| 6M | -1.7% | +21.0% | -22.8% | -4.5% |
| YTD | +8.7% | +67.0% | -58.3% | +2.4% |
| 1Y | -7.5% | +68.6% | -76.1% | -13.3% |
| 3Y | +110.2% | +48.6% | +61.6% | +92.0% |
| 5Y | +71.6% | +18.6% | +53.0% | +55.2% |
| All | +70.3% | +797.5% | -727.3% | +4.7% |
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