+149.7%
XBI vs ENTG
+797.5%
-647.8%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.2% | -2.6% | -1.1% |
| 7D | -4.6% | +1.2% | -5.8% | -5.0% |
| 30D | -2.0% | -12.9% | +10.9% | +1.8% |
| 3M | +17.8% | -3.1% | +20.8% | +14.9% |
| 6M | +23.7% | +21.0% | +2.7% | +10.2% |
| YTD | +28.2% | +67.0% | -38.8% | +0.9% |
| 1Y | +64.0% | +68.6% | -4.7% | +26.1% |
| 3Y | +99.4% | +48.6% | +50.8% | +48.5% |
| 5Y | +19.3% | +18.6% | +0.7% | -9.3% |
| All | +149.7% | +797.5% | -647.8% | -23.1% |
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 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