+5.6%
XYZ vs ENTG
+71.8%
-66.1%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.7% | -4.9% | -3.5% |
| 7D | +2.9% | +8.9% | -6.1% | +1.2% |
| 30D | +1.4% | -7.2% | +8.6% | +2.5% |
| 3M | +14.6% | +6.4% | +8.2% | +9.1% |
| 6M | +20.8% | +25.7% | -4.9% | +8.5% |
| YTD | +23.1% | +67.9% | -44.8% | +0.8% |
| 1Y | +5.6% | +72.4% | -66.7% | -16.9% |
| All | +5.6% | +71.8% | -66.1% | -16.9% |
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