-16.3%
UNH vs ENTG
+45.4%
-61.7%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.2% | -4.5% | -2.4% |
| 7D | -4.5% | +1.2% | -5.7% | -4.6% |
| 30D | -6.5% | -12.9% | +6.3% | -6.4% |
| 3M | -6.0% | -3.1% | -2.9% | -6.2% |
| 6M | +33.7% | +21.0% | +12.6% | +32.1% |
| YTD | +16.4% | +67.0% | -50.6% | +14.0% |
| 1Y | +10.1% | +68.6% | -58.6% | +7.9% |
| 3Y | -16.3% | +48.6% | -64.9% | -16.9% |
| All | -16.3% | +45.4% | -61.7% | -16.9% |
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