+72.4%
UBER vs ENTG
+273.6%
-201.2%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.2% | -3.4% | -2.0% |
| 7D | -5.4% | +1.2% | -6.6% | -5.9% |
| 30D | -4.9% | -12.9% | +8.0% | -0.7% |
| 3M | +3.0% | -3.1% | +6.1% | -1.5% |
| 6M | -4.4% | +21.0% | -25.4% | -19.1% |
| YTD | -12.3% | +67.0% | -79.3% | -37.3% |
| 1Y | -24.3% | +68.6% | -92.9% | -47.3% |
| 3Y | +46.4% | +48.6% | -2.2% | -0.9% |
| 5Y | +79.7% | +18.6% | +61.1% | +27.5% |
| All | +72.4% | +273.6% | -201.2% | -40.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling