+16.1%
ENTG vs SEI
+950.2%
-934.0%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -5.2% | +1.3% | -2.6% |
| 7D | +5.1% | +20.7% | -15.5% | -0.1% |
| 30D | -8.5% | +9.1% | -17.6% | -10.9% |
| 3M | +6.7% | -6.0% | +12.7% | +8.3% |
| 6M | +17.7% | +18.9% | -1.2% | +13.1% |
| YTD | +63.5% | +40.1% | +23.3% | +51.4% |
| 1Y | +73.6% | +120.6% | -47.1% | +47.8% |
| 3Y | +44.6% | +562.1% | -517.6% | -3.3% |
| 5Y | +16.1% | +954.5% | -938.4% | -28.4% |
| All | +16.1% | +950.2% | -934.0% | -28.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling