+86.4%
U vs ENTG
+52.9%
+33.5%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.1% | -1.1% | -1.8% |
| 7D | +24.4% | -9.3% | +33.6% | +27.0% |
| 30D | +7.4% | -16.4% | +23.7% | +12.3% |
| 3M | +16.8% | -3.8% | +20.6% | +14.9% |
| 6M | +78.8% | -6.9% | +85.7% | +69.1% |
| YTD | +14.0% | +65.0% | -51.0% | -21.7% |
| 1Y | +16.7% | +61.7% | -45.0% | -19.3% |
| 3Y | +86.4% | +46.6% | +39.7% | +8.7% |
| All | +86.4% | +52.9% | +33.5% | +8.7% |
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