+580.0%
XYZ vs ENTG
+761.6%
-181.6%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.7% | -4.9% | -4.2% |
| 7D | +2.9% | +8.9% | -6.1% | -2.1% |
| 30D | +1.4% | -7.2% | +8.6% | +4.5% |
| 3M | +14.6% | +6.4% | +8.2% | +1.5% |
| 6M | +20.8% | +25.7% | -4.9% | -6.6% |
| YTD | +23.1% | +67.9% | -44.8% | -23.0% |
| 1Y | +5.6% | +72.4% | -66.7% | -37.2% |
| 3Y | +50.9% | +48.4% | +2.5% | -13.0% |
| 5Y | -68.6% | +20.1% | -88.6% | -79.6% |
| 10Y | +580.0% | +768.1% | -188.2% | +52.1% |
| All | +580.0% | +761.6% | -181.6% | +52.1% |
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