-73.9%
USO vs ENTG
+1,320.0%
-1,393.9%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +6.2% | -6.2% | -0.9% |
| 7D | +9.5% | +2.8% | +6.6% | +9.0% |
| 30D | +23.6% | -4.7% | +28.3% | +23.9% |
| 3M | +3.8% | -0.7% | +4.5% | +1.9% |
| 6M | +55.0% | +7.7% | +47.3% | +47.9% |
| YTD | +105.3% | +65.1% | +40.2% | +81.9% |
| 1Y | +91.4% | +74.8% | +16.6% | +66.6% |
| 3Y | +84.6% | +36.9% | +47.7% | +60.3% |
| 5Y | +191.7% | +16.1% | +175.6% | +147.6% |
| 10Y | +73.3% | +740.3% | -667.1% | -2.6% |
| All | -73.9% | +1,320.0% | -1,393.9% | -90.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling