+4.6%
UNH vs ENTG
+15.6%
-11.0%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.9% | +2.7% | -1.1% |
| 7D | -3.2% | +5.1% | -8.3% | -3.4% |
| 30D | -3.5% | -8.5% | +5.1% | -3.2% |
| 3M | -4.2% | +6.7% | -10.9% | -5.0% |
| 6M | +38.3% | +17.7% | +20.6% | +35.9% |
| YTD | +19.2% | +63.5% | -44.3% | +15.0% |
| 1Y | +15.0% | +73.6% | -58.6% | +10.5% |
| 3Y | -14.5% | +44.6% | -59.1% | -18.9% |
| 5Y | +4.6% | +16.1% | -11.5% | -3.9% |
| All | +4.6% | +15.6% | -11.0% | -3.9% |
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 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