+45.4%
XEL vs ENTG
+42.3%
+3.1%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.9% | +2.9% | -1.0% |
| 7D | -1.2% | +5.1% | -6.3% | -1.2% |
| 30D | -2.9% | -8.5% | +5.6% | -2.9% |
| 3M | -2.7% | +6.7% | -9.4% | -2.8% |
| 6M | -6.5% | +17.7% | -24.3% | -6.6% |
| YTD | +3.6% | +63.5% | -59.8% | +3.6% |
| 1Y | +7.5% | +73.6% | -66.1% | +7.4% |
| All | +45.4% | +42.3% | +3.1% | +35.9% |
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