+32.6%
XYZ vs ENTG
+57.8%
-25.3%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +9.4% | -5.8% | +2.5% |
| 7D | +14.9% | -7.6% | +22.5% | +15.6% |
| 30D | +14.7% | -15.5% | +30.1% | +16.5% |
| 3M | +12.1% | -7.8% | +19.9% | +12.1% |
| 6M | +18.3% | -5.9% | +24.2% | +14.8% |
| YTD | +36.1% | +66.7% | -30.7% | +14.4% |
| All | +32.6% | +57.8% | -25.3% | +11.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling