+162.2%
W vs ENTG
+786.9%
-624.6%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.4% | -1.2% | -0.8% |
| 7D | +5.9% | +8.9% | -3.0% | -0.3% |
| 30D | -3.0% | -0.8% | -2.2% | -4.0% |
| 3M | +40.3% | +6.6% | +33.8% | +25.6% |
| 6M | +32.2% | +22.1% | +10.1% | +5.0% |
| YTD | -0.3% | +70.2% | -70.5% | -40.2% |
| 1Y | +16.2% | +76.7% | -60.6% | -36.2% |
| 3Y | +40.7% | +50.5% | -9.8% | -17.0% |
| 5Y | -62.3% | +21.8% | -84.1% | -74.0% |
| 10Y | +162.2% | +811.7% | -649.5% | -47.0% |
| All | +162.2% | +786.9% | -624.6% | -47.0% |
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