+112.3%
UAL vs ENTG
-10.4%
+122.7%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.6% | -0.6% | +1.0% |
| 7D | +8.2% | -17.1% | +25.3% | +15.7% |
| 30D | +2.3% | -23.0% | +25.3% | +11.8% |
| 3M | -12.7% | -10.2% | -2.5% | -11.3% |
| 6M | +12.7% | -17.8% | +30.5% | +14.0% |
| YTD | +0.8% | +52.4% | -51.5% | -23.6% |
| 1Y | +17.8% | +49.8% | -32.0% | -10.5% |
| 3Y | +206.7% | +42.1% | +164.6% | +120.4% |
| All | +112.3% | -10.4% | +122.7% | +77.2% |
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