+4,584.5%
UNH vs ENTG
+1,275.8%
+3,308.7%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.4% | -3.3% | -2.1% |
| 7D | -1.7% | +8.9% | -10.6% | -2.7% |
| 30D | -3.8% | -0.8% | -3.0% | -4.0% |
| 3M | -4.3% | +6.6% | -10.8% | -6.5% |
| 6M | +38.6% | +22.1% | +16.5% | +32.3% |
| YTD | +20.7% | +70.2% | -49.5% | +9.7% |
| 1Y | +16.0% | +76.7% | -60.7% | +4.4% |
| 3Y | -13.5% | +50.5% | -63.9% | -23.4% |
| 5Y | +3.5% | +21.8% | -18.3% | -9.1% |
| 10Y | +245.3% | +811.7% | -566.4% | +124.7% |
| All | +4,584.5% | +1,275.8% | +3,308.7% | +2,162.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling