+74.8%
ENTG vs SPXU
-40.4%
+115.2%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +1.3% | +4.9% | +7.6% |
| 7D | +2.8% | -0.1% | +2.9% | +2.7% |
| 30D | -4.7% | +0.8% | -5.5% | -3.3% |
| 3M | -0.7% | -4.7% | +4.0% | -0.6% |
| 6M | +7.7% | -29.6% | +37.3% | -15.7% |
| YTD | +65.1% | -29.9% | +94.9% | +30.8% |
| 1Y | +74.8% | -39.1% | +113.9% | +28.7% |
| All | +74.8% | -40.4% | +115.2% | +28.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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