+140.1%
ENFR vs SPY
+74.6%
+65.4%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.3% | -0.1% | +0.5% |
| 7D | +0.7% | -0.9% | +1.6% | +1.2% |
| 30D | -0.7% | -2.4% | +1.6% | +0.5% |
| 3M | -2.7% | -1.2% | -1.6% | -2.3% |
| 6M | +0.9% | +3.3% | -2.4% | -1.5% |
| YTD | +24.4% | +12.3% | +12.1% | +15.1% |
| 1Y | +27.4% | +12.4% | +14.9% | +17.7% |
| 3Y | +97.3% | +78.8% | +18.5% | +32.8% |
| 5Y | +140.1% | +75.2% | +64.9% | +59.5% |
| All | +140.1% | +74.6% | +65.4% | +59.5% |
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