+13.5%
U vs ENTG
+47.4%
-33.9%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.7% | +0.9% | +2.0% |
| 7D | +4.5% | +8.9% | -4.5% | +1.1% |
| 30D | -0.6% | -7.2% | +6.6% | +1.4% |
| 3M | +48.4% | +6.4% | +42.0% | +36.4% |
| 6M | +115.4% | +25.7% | +89.7% | +77.2% |
| YTD | -3.2% | +67.9% | -71.1% | -32.9% |
| 1Y | -6.0% | +72.4% | -78.4% | -36.3% |
| 3Y | +13.5% | +48.4% | -35.0% | -32.2% |
| All | +13.5% | +47.4% | -33.9% | -32.2% |
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