+30.1%
XYZ vs ENTG
+80.7%
-50.7%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +11.3% | -11.1% | -1.1% |
| 7D | -2.2% | +7.9% | -10.1% | -3.2% |
| 30D | +11.6% | -3.6% | +15.1% | +11.5% |
| 3M | +8.4% | +2.7% | +5.7% | +7.0% |
| 6M | +17.2% | +3.6% | +13.6% | +12.4% |
| YTD | +31.7% | +83.6% | -51.9% | +9.7% |
| 1Y | +30.1% | +84.9% | -54.8% | +7.1% |
| All | +30.1% | +80.7% | -50.7% | +7.1% |
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 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