+218.0%
XLE vs ENTG
+15.6%
+202.3%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +6.2% | -7.0% | -1.5% |
| 7D | +2.2% | +2.8% | -0.6% | +1.9% |
| 30D | +11.8% | -4.7% | +16.5% | +12.0% |
| 3M | +9.8% | -0.7% | +10.6% | +8.1% |
| 6M | +15.6% | +7.7% | +7.9% | +11.4% |
| YTD | +45.3% | +65.1% | -19.8% | +30.4% |
| 1Y | +48.3% | +74.8% | -26.5% | +30.9% |
| 3Y | +55.4% | +36.9% | +18.5% | +36.9% |
| All | +218.0% | +15.6% | +202.3% | +179.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling