+101.8%
USB vs ENTG
+52.9%
+48.9%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.1% | +0.7% | -0.2% |
| 7D | +1.4% | -9.3% | +10.7% | +2.8% |
| 30D | +6.4% | -16.4% | +22.8% | +8.8% |
| 3M | -4.5% | -3.8% | -0.6% | -5.1% |
| 6M | +11.4% | -6.9% | +18.3% | +8.7% |
| YTD | +17.1% | +65.0% | -47.9% | -2.1% |
| 1Y | +32.6% | +61.7% | -29.1% | +11.1% |
| 3Y | +101.8% | +46.6% | +55.2% | +39.5% |
| All | +101.8% | +52.9% | +48.9% | +39.5% |
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