+384.8%
V vs ENTG
+786.9%
-402.1%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.4% | -1.7% | -0.6% |
| 7D | -2.9% | +8.9% | -11.8% | -4.7% |
| 30D | +1.9% | -0.8% | +2.7% | +1.6% |
| 3M | +13.2% | +6.6% | +6.7% | +8.0% |
| 6M | +16.7% | +22.1% | -5.4% | +6.2% |
| YTD | +5.4% | +70.2% | -64.8% | -12.9% |
| 1Y | +7.7% | +76.7% | -69.1% | -13.3% |
| 3Y | +52.0% | +50.5% | +1.5% | +18.5% |
| 5Y | +67.7% | +21.8% | +45.9% | +29.7% |
| 10Y | +384.8% | +811.7% | -427.0% | +73.6% |
| All | +384.8% | +786.9% | -402.1% | +73.6% |
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