+506.0%
ENTG vs SEI
+507.3%
-1.3%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +3.4% | +2.7% | +5.3% |
| 7D | +2.8% | +10.2% | -7.4% | +0.4% |
| 30D | -4.7% | -1.0% | -3.7% | -4.5% |
| 3M | -0.7% | -27.9% | +27.2% | +7.9% |
| 6M | +7.7% | +10.4% | -2.7% | +5.8% |
| YTD | +65.1% | +20.1% | +44.9% | +58.7% |
| 1Y | +74.8% | +109.7% | -34.9% | +48.9% |
| 3Y | +36.9% | +458.6% | -421.7% | -12.7% |
| 5Y | +16.1% | +775.3% | -759.2% | -37.0% |
| All | +506.0% | +507.3% | -1.3% | +223.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling