+55.3%
V vs ENTG
+44.2%
+11.1%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +6.2% | -7.1% | -1.3% |
| 7D | -1.7% | +2.8% | -4.5% | -1.9% |
| 30D | +2.0% | -4.7% | +6.6% | +2.1% |
| 3M | +17.4% | -0.7% | +18.1% | +15.9% |
| 6M | +17.5% | +7.7% | +9.8% | +14.5% |
| YTD | +7.6% | +65.1% | -57.5% | -0.4% |
| 1Y | +7.7% | +74.8% | -67.1% | -1.8% |
| All | +55.3% | +44.2% | +11.1% | +38.2% |
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