+54.1%
UNP vs ENTG
+64.3%
-10.1%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +11.3% | -10.8% | -0.5% |
| 7D | -2.1% | +7.9% | -10.0% | -2.9% |
| 30D | +7.3% | -3.6% | +10.8% | +7.2% |
| 3M | +3.6% | +2.7% | +0.9% | +2.6% |
| 6M | +15.8% | +3.6% | +12.3% | +13.1% |
| YTD | +32.6% | +83.6% | -51.0% | +17.8% |
| 1Y | +37.2% | +84.9% | -47.6% | +21.5% |
| All | +54.1% | +64.3% | -10.1% | +23.6% |
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 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