+3,319.5%
V vs ENTG
+1,975.1%
+1,344.4%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.1% | +1.4% | +0.6% |
| 7D | +0.8% | -9.3% | +10.1% | +2.5% |
| 30D | +9.9% | -16.4% | +26.3% | +12.9% |
| 3M | +17.5% | -3.8% | +21.4% | +16.4% |
| 6M | +33.5% | -6.9% | +40.4% | +29.2% |
| YTD | +21.6% | +65.0% | -43.4% | +1.9% |
| 1Y | +27.6% | +61.7% | -34.1% | +7.0% |
| 3Y | +76.4% | +46.6% | +29.8% | +42.2% |
| 5Y | +103.8% | -2.7% | +106.5% | +72.0% |
| 10Y | +455.5% | +743.3% | -287.8% | +176.6% |
| All | +3,319.5% | +1,975.1% | +1,344.4% | +1,594.2% |
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 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