+454.5%
V vs ENTG
+753.2%
-298.8%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.1% | +1.3% | +0.4% |
| 7D | +0.6% | -9.3% | +9.9% | +2.2% |
| 30D | +9.7% | -16.4% | +26.1% | +12.7% |
| 3M | +17.3% | -3.8% | +21.1% | +16.1% |
| 6M | +33.2% | -6.9% | +40.1% | +28.7% |
| YTD | +21.3% | +65.0% | -43.6% | -0.4% |
| 1Y | +27.3% | +61.7% | -34.4% | +4.6% |
| 3Y | +76.1% | +46.6% | +29.4% | +36.6% |
| 5Y | +103.5% | -2.7% | +106.1% | +69.0% |
| 10Y | +454.5% | +743.3% | -288.8% | +95.4% |
| All | +454.5% | +753.2% | -298.8% | +95.4% |
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