+926.8%
XBI vs ENTG
+1,403.7%
-476.9%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.4% | -2.9% | -1.9% |
| 7D | -3.6% | +8.9% | -12.5% | -5.8% |
| 30D | +0.9% | -0.8% | +1.7% | +0.6% |
| 3M | +21.4% | +6.6% | +14.9% | +16.1% |
| 6M | +25.5% | +22.1% | +3.4% | +14.5% |
| YTD | +30.8% | +70.2% | -39.3% | +8.1% |
| 1Y | +68.6% | +76.7% | -8.1% | +36.0% |
| 3Y | +103.9% | +50.5% | +53.5% | +63.6% |
| 5Y | +20.8% | +21.8% | -1.0% | -1.8% |
| 10Y | +164.0% | +811.7% | -647.7% | +26.2% |
| All | +926.8% | +1,403.7% | -476.9% | +292.1% |
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 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