+349.3%
ZETA vs ENTG
+21.6%
+327.7%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.4% | -2.6% | -1.7% |
| 7D | -0.1% | +8.9% | -9.0% | -3.5% |
| 30D | +10.5% | -0.8% | +11.3% | +9.9% |
| 3M | +44.3% | +6.6% | +37.8% | +32.3% |
| 6M | +59.4% | +22.1% | +37.4% | +33.3% |
| YTD | +49.5% | +70.2% | -20.7% | +4.3% |
| 1Y | +62.7% | +76.7% | -14.0% | +10.8% |
| 3Y | +274.6% | +50.5% | +224.2% | +152.1% |
| 5Y | +349.3% | +21.8% | +327.5% | +284.0% |
| All | +349.3% | +21.6% | +327.7% | +284.0% |
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