-14.6%
TEAM vs ENTG
+47.4%
-62.0%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +1.7% | -8.6% | -7.2% |
| 7D | -5.7% | +8.9% | -14.6% | -7.1% |
| 30D | +18.3% | -7.2% | +25.6% | +19.4% |
| 3M | +80.2% | +6.4% | +73.8% | +72.5% |
| 6M | +111.0% | +25.7% | +85.3% | +89.0% |
| YTD | +8.8% | +67.9% | -59.1% | -14.6% |
| 1Y | +2.2% | +72.4% | -70.2% | -22.4% |
| 3Y | -14.6% | +48.4% | -63.0% | -37.7% |
| All | -14.6% | +47.4% | -62.0% | -37.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling