+178.1%
ENFR vs SPY
+81.0%
+97.1%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | 0.0% |
| 7D | -0.2% | -0.4% | +0.2% | 0.0% |
| 30D | +3.4% | -1.4% | +4.7% | +4.1% |
| 3M | +6.3% | +3.7% | +2.6% | +3.8% |
| 6M | +10.1% | +13.0% | -2.9% | +1.8% |
| YTD | +31.6% | +12.4% | +19.2% | +21.9% |
| 1Y | +32.9% | +18.5% | +14.4% | +18.8% |
| 3Y | +109.9% | +77.6% | +32.3% | +42.0% |
| 5Y | +178.1% | +81.7% | +96.4% | +81.1% |
| All | +178.1% | +81.0% | +97.1% | +81.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling