+638.0%
XYZ vs ENTG
+810.6%
-172.6%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +9.4% | -5.8% | -1.4% |
| 7D | +14.9% | -7.6% | +22.5% | +18.4% |
| 30D | +14.7% | -15.5% | +30.1% | +21.7% |
| 3M | +12.1% | -7.8% | +19.9% | +11.1% |
| 6M | +18.3% | -5.9% | +24.2% | +6.9% |
| YTD | +36.1% | +66.7% | -30.7% | -18.3% |
| 1Y | +35.3% | +62.1% | -26.8% | -18.3% |
| 3Y | +73.5% | +56.3% | +17.2% | -8.1% |
| 5Y | -61.6% | -3.8% | -57.8% | -72.1% |
| 10Y | +638.0% | +770.1% | -132.1% | +59.1% |
| All | +638.0% | +810.6% | -172.6% | +59.1% |
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