-68.1%
U vs ENTG
+19.9%
-88.1%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.7% | +0.9% | +1.6% |
| 7D | +4.5% | +8.9% | -4.5% | -0.9% |
| 30D | -0.6% | -7.2% | +6.6% | +2.4% |
| 3M | +48.4% | +6.4% | +42.0% | +29.6% |
| 6M | +115.4% | +25.7% | +89.7% | +59.4% |
| YTD | -3.2% | +67.9% | -71.1% | -43.9% |
| 1Y | -6.0% | +72.4% | -78.4% | -47.8% |
| 3Y | +13.5% | +48.4% | -35.0% | -40.8% |
| All | -68.1% | +19.9% | -88.1% | -80.2% |
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 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