+2,926.4%
V vs ENTG
+1,976.2%
+950.2%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +6.2% | -7.1% | -2.2% |
| 7D | -1.7% | +2.8% | -4.5% | -2.3% |
| 30D | +2.0% | -4.7% | +6.6% | +2.4% |
| 3M | +17.4% | -0.7% | +18.1% | +13.8% |
| 6M | +17.5% | +7.7% | +9.8% | +10.6% |
| YTD | +7.6% | +65.1% | -57.5% | -8.6% |
| 1Y | +7.7% | +74.8% | -67.1% | -10.9% |
| 3Y | +54.7% | +36.9% | +17.8% | +28.1% |
| 5Y | +73.0% | +16.1% | +56.9% | +41.5% |
| 10Y | +390.9% | +740.3% | -349.5% | +147.7% |
| All | +2,926.4% | +1,976.2% | +950.2% | +1,419.8% |
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