+335.9%
T vs ENTG
+1,234.5%
-898.6%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +6.2% | -8.1% | -2.6% |
| 7D | -1.3% | +2.8% | -4.1% | -1.6% |
| 30D | +11.4% | -4.7% | +16.0% | +11.6% |
| 3M | +14.3% | -0.7% | +15.0% | +12.5% |
| 6M | -9.3% | +7.7% | -17.0% | -12.1% |
| YTD | +7.1% | +65.1% | -58.0% | -1.8% |
| 1Y | -9.1% | +74.8% | -83.9% | -17.8% |
| 3Y | +105.3% | +36.9% | +68.4% | +84.4% |
| 5Y | +66.8% | +16.1% | +50.7% | +47.4% |
| 10Y | +66.8% | +740.3% | -673.6% | +8.8% |
| All | +335.9% | +1,234.5% | -898.6% | +114.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling