+78.0%
V vs ENTG
+57.0%
+21.0%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -3.8% | +5.1% | +1.5% |
| 7D | +0.9% | +15.2% | -14.3% | +0.3% |
| 30D | +9.0% | -3.6% | +12.6% | +8.9% |
| 3M | +16.7% | -10.0% | +26.7% | +17.0% |
| 6M | +33.4% | +1.8% | +31.6% | +31.4% |
| YTD | +22.4% | +75.5% | -53.1% | +12.6% |
| 1Y | +27.7% | +82.4% | -54.7% | +16.8% |
| 3Y | +78.0% | +58.5% | +19.5% | +58.1% |
| All | +78.0% | +57.0% | +21.0% | +58.1% |
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