+89.2%
USB vs ENTG
+810.6%
-721.4%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +9.4% | -6.9% | +0.3% |
| 7D | +0.8% | -7.6% | +8.3% | +2.2% |
| 30D | +6.8% | -15.5% | +22.2% | +9.9% |
| 3M | -3.8% | -7.8% | +4.1% | -3.8% |
| 6M | +11.7% | -5.9% | +17.7% | +7.8% |
| YTD | +17.5% | +66.7% | -49.3% | -4.8% |
| 1Y | +33.8% | +62.1% | -28.3% | +8.9% |
| 3Y | +104.2% | +56.3% | +48.0% | +57.6% |
| 5Y | +26.4% | -3.8% | +30.2% | +6.2% |
| 10Y | +89.2% | +770.1% | -680.9% | -19.8% |
| All | +89.2% | +810.6% | -721.4% | -19.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling