-26.8%
UPS vs ENTG
+48.2%
-75.0%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.4% | -2.6% | -1.5% |
| 7D | -3.7% | +8.9% | -12.6% | -5.2% |
| 30D | -3.7% | -0.8% | -2.9% | -3.9% |
| 3M | -6.6% | +6.6% | -13.1% | -9.9% |
| 6M | +2.6% | +22.1% | -19.5% | -4.6% |
| YTD | +4.8% | +70.2% | -65.4% | -10.0% |
| 1Y | +25.3% | +76.7% | -51.4% | +5.6% |
| All | -26.8% | +48.2% | -75.0% | -40.3% |
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