+65.7%
ENTG vs SPMO
+11.0%
+54.8%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -0.8% | -5.6% | -4.8% |
| 7D | -10.3% | -8.9% | -1.4% | +8.0% |
| 30D | -14.4% | -13.8% | -0.6% | +16.7% |
| 3M | -1.1% | -12.5% | +11.4% | +32.3% |
| 6M | +3.0% | -1.5% | +4.5% | +17.3% |
| YTD | +70.1% | +11.3% | +58.8% | +56.4% |
| 1Y | +65.7% | +11.5% | +54.3% | +52.8% |
| All | +65.7% | +11.0% | +54.8% | +52.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 SPMO 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