+282.0%
ZETA vs ENTG
+6.7%
+275.3%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | +11.3% | -3.7% | +3.4% |
| 7D | +18.8% | +7.9% | +10.8% | +15.2% |
| 30D | +12.6% | -3.6% | +16.2% | +12.9% |
| 3M | +29.5% | +2.7% | +26.7% | +24.9% |
| 6M | +128.6% | +3.6% | +125.0% | +107.5% |
| YTD | +85.5% | +83.6% | +1.8% | +22.9% |
| 1Y | +90.6% | +84.9% | +5.7% | +25.8% |
| 3Y | +358.0% | +63.2% | +294.8% | +192.1% |
| 5Y | +282.0% | +4.9% | +277.1% | +237.9% |
| All | +282.0% | +6.7% | +275.3% | +237.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling