+40.5%
W vs ENTG
+47.4%
-6.9%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.7% | -1.2% | -0.4% |
| 7D | +6.5% | +8.9% | -2.5% | +1.4% |
| 30D | -6.2% | -7.2% | +1.0% | -3.3% |
| 3M | +48.9% | +6.4% | +42.5% | +35.9% |
| 6M | +31.2% | +25.7% | +5.5% | +6.6% |
| YTD | -0.4% | +67.9% | -68.3% | -34.9% |
| 1Y | +14.8% | +72.4% | -57.5% | -30.3% |
| 3Y | +40.5% | +48.4% | -7.9% | -18.3% |
| All | +40.5% | +47.4% | -6.9% | -18.3% |
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