+41.2%
USB vs ENTG
+15.6%
+25.5%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +6.2% | -6.4% | -1.4% |
| 7D | +1.4% | +2.8% | -1.4% | +0.8% |
| 30D | -1.3% | -4.7% | +3.4% | -0.8% |
| 3M | +15.2% | -0.7% | +16.0% | +12.2% |
| 6M | +18.8% | +7.7% | +11.1% | +12.6% |
| YTD | +21.0% | +65.1% | -44.1% | +3.2% |
| 1Y | +34.0% | +74.8% | -40.8% | +11.4% |
| 3Y | +95.3% | +36.9% | +58.4% | +64.0% |
| All | +41.2% | +15.6% | +25.5% | +19.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling