+764.3%
ENTG vs SPXU
-99.5%
+863.8%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +1.8% | -5.8% | -2.9% |
| 7D | +5.1% | +6.4% | -1.2% | +9.0% |
| 30D | -8.5% | +5.9% | -14.5% | -5.1% |
| 3M | +6.7% | -11.7% | +18.4% | +2.8% |
| 6M | +17.7% | -28.7% | +46.4% | +3.7% |
| YTD | +63.5% | -26.4% | +89.8% | +49.1% |
| 1Y | +73.6% | -35.2% | +108.8% | +51.6% |
| 3Y | +44.6% | -79.8% | +124.4% | -14.8% |
| 5Y | +16.1% | -86.1% | +102.2% | -23.5% |
| All | +764.3% | -99.5% | +863.8% | +77.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling