+193.2%
ENFR vs SPY
+318.9%
-125.7%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.6% |
| 7D | -0.8% | -2.0% | +1.2% | +0.8% |
| 30D | +1.9% | -1.7% | +3.5% | +3.2% |
| 3M | +3.4% | +4.7% | -1.4% | -1.0% |
| 6M | +9.8% | +12.5% | -2.7% | -1.5% |
| YTD | +30.2% | +11.7% | +18.5% | +17.3% |
| 1Y | +30.7% | +17.5% | +13.2% | +12.4% |
| 3Y | +107.7% | +76.6% | +31.2% | +22.0% |
| 5Y | +176.7% | +82.0% | +94.6% | +55.2% |
| All | +193.2% | +318.9% | -125.7% | -27.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 10y: compounded portfolio wealth divided by compounded SPY 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…
10y analysis · Full analysis span regression · 6 months rolling