+802.8%
TEAM vs ENTG
+988.7%
-186.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +6.2% | -8.8% | -4.9% |
| 7D | -0.4% | +2.8% | -3.3% | -1.6% |
| 30D | +67.3% | -4.7% | +72.0% | +69.6% |
| 3M | +86.8% | -0.7% | +87.5% | +75.5% |
| 6M | +146.8% | +7.7% | +139.1% | +116.0% |
| YTD | +16.9% | +65.1% | -48.1% | -18.4% |
| 1Y | +12.8% | +74.8% | -62.0% | -25.4% |
| 3Y | -7.3% | +36.9% | -44.2% | -36.5% |
| 5Y | -50.7% | +16.1% | -66.8% | -64.6% |
| 10Y | +529.8% | +740.3% | -210.5% | +63.0% |
| All | +802.8% | +988.7% | -186.0% | +110.7% |
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 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