+65.7%
ENTG vs SPXU
-30.4%
+96.1%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -4.9% | -1.6% | -11.6% |
| 7D | -10.3% | +2.2% | -12.5% | -8.2% |
| 30D | -14.4% | +3.8% | -18.1% | -9.6% |
| 3M | -1.1% | +3.3% | -4.4% | +4.9% |
| 6M | +3.0% | -16.7% | +19.7% | -6.1% |
| YTD | +70.1% | -28.6% | +98.7% | +43.0% |
| 1Y | +65.7% | -30.6% | +96.3% | +38.5% |
| All | +65.7% | -30.4% | +96.1% | +38.5% |
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