+58.1%
XYZ vs ENTG
+63.2%
-5.0%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.7% | -3.4% | -3.9% |
| 7D | -2.1% | +22.8% | -24.9% | -7.7% |
| 30D | +7.0% | -4.9% | +11.9% | +7.0% |
| 3M | +5.1% | -4.8% | +9.9% | +4.4% |
| 6M | +14.1% | +5.6% | +8.5% | +4.9% |
| YTD | +26.4% | +82.4% | -56.0% | -9.1% |
| 1Y | +25.1% | +82.9% | -57.8% | -10.7% |
| All | +58.1% | +63.2% | -5.0% | +7.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling