-37.7%
ENR vs SPY
+322.5%
-360.2%
-67.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.9% | +1.8% | +2.0% |
| 7D | -3.1% | -0.8% | -2.3% | -2.4% |
| 30D | -8.4% | -1.1% | -7.3% | -7.5% |
| 3M | +4.9% | +3.9% | +1.1% | +1.4% |
| 6M | +21.8% | +13.6% | +8.2% | +8.8% |
| YTD | +8.3% | +12.7% | -4.4% | -2.8% |
| 1Y | -25.1% | +17.5% | -42.6% | -35.1% |
| 3Y | -31.9% | +76.9% | -108.8% | -59.9% |
| 5Y | -33.3% | +83.6% | -116.9% | -62.7% |
| All | -37.7% | +322.5% | -360.2% | -83.9% |
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