+513.1%
ENTG vs SEI
+644.4%
-131.3%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +5.1% | -2.9% | +0.9% |
| 7D | +1.2% | +22.6% | -21.4% | -4.1% |
| 30D | -12.9% | +9.1% | -22.0% | -15.1% |
| 3M | -3.1% | -11.3% | +8.3% | -0.4% |
| 6M | +21.0% | +22.0% | -1.0% | +15.3% |
| YTD | +67.0% | +47.3% | +19.7% | +52.1% |
| 1Y | +68.6% | +124.8% | -56.1% | +40.4% |
| 3Y | +48.6% | +591.3% | -542.6% | -10.4% |
| 5Y | +18.6% | +1,008.2% | -989.6% | -39.5% |
| All | +513.1% | +644.4% | -131.3% | +210.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SEI.
Daily Out/Under-Performance
Portfolio return minus SEI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SEI 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 SEI 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