-53.1%
TEAM vs ENTG
+21.6%
-74.7%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.4% | -0.6% | +0.3% |
| 7D | -4.7% | +8.9% | -13.6% | -7.6% |
| 30D | +17.0% | -0.8% | +17.9% | +16.4% |
| 3M | +85.9% | +6.6% | +79.4% | +70.8% |
| 6M | +116.7% | +22.1% | +94.6% | +81.0% |
| YTD | +9.6% | +70.2% | -60.5% | -25.4% |
| 1Y | -2.5% | +76.7% | -79.2% | -36.9% |
| 3Y | -14.0% | +50.5% | -64.4% | -46.0% |
| 5Y | -53.1% | +21.8% | -74.9% | -64.3% |
| All | -53.1% | +21.6% | -74.7% | -64.3% |
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 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