+57.6%
T vs ENTG
+6.7%
+50.9%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +11.3% | -9.8% | +1.8% |
| 7D | +2.0% | +7.9% | -6.0% | +2.3% |
| 30D | -1.0% | -3.6% | +2.5% | -0.9% |
| 3M | -8.1% | +2.7% | -10.9% | -7.7% |
| 6M | -8.3% | +3.6% | -11.8% | -7.8% |
| YTD | -6.1% | +83.6% | -89.7% | -5.8% |
| 1Y | -7.4% | +84.9% | -92.2% | -7.1% |
| 3Y | +65.4% | +63.2% | +2.2% | +63.3% |
| 5Y | +57.6% | +4.9% | +52.7% | +51.5% |
| All | +57.6% | +6.7% | +50.9% | +51.5% |
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