+228.4%
UNH vs ENTG
+797.5%
-569.1%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.2% | -4.5% | -2.6% |
| 7D | -4.5% | +1.2% | -5.7% | -4.7% |
| 30D | -6.5% | -12.9% | +6.3% | -5.1% |
| 3M | -6.0% | -3.1% | -2.9% | -7.0% |
| 6M | +33.7% | +21.0% | +12.6% | +27.2% |
| YTD | +16.4% | +67.0% | -50.6% | +5.1% |
| 1Y | +10.1% | +68.6% | -58.6% | -1.3% |
| 3Y | -16.3% | +48.6% | -64.9% | -27.3% |
| 5Y | +2.1% | +18.6% | -16.5% | -12.0% |
| All | +228.4% | +797.5% | -569.1% | +71.6% |
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