+74.8%
ENTG vs SN
+46.4%
+28.4%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.0% | +7.2% | +6.7% |
| 7D | +2.8% | -9.3% | +12.2% | +8.6% |
| 30D | -4.7% | -4.8% | +0.1% | -2.1% |
| 3M | -0.7% | +40.4% | -41.2% | -18.6% |
| 6M | +7.7% | +50.9% | -43.2% | -15.7% |
| YTD | +65.1% | +54.9% | +10.1% | +25.7% |
| 1Y | +74.8% | +43.0% | +31.8% | +26.7% |
| All | +74.8% | +46.4% | +28.4% | +26.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SN.
Daily Out/Under-Performance
Portfolio return minus SN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SN 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 1y: compounded portfolio wealth divided by compounded SN 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…
1y analysis · Full analysis span regression · 6 months rolling