+58.5%
ENTG vs SPXU
-80.6%
+139.1%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +1.2% | -5.0% | -2.7% |
| 7D | +15.2% | -7.6% | +22.7% | +8.7% |
| 30D | -3.6% | +5.3% | -9.0% | +4.2% |
| 3M | -10.0% | +9.6% | -19.6% | +1.7% |
| 6M | +1.8% | -4.5% | +6.3% | +8.0% |
| YTD | +75.5% | -25.9% | +101.4% | +59.8% |
| 1Y | +82.4% | -28.9% | +111.3% | +62.6% |
| 3Y | +58.5% | -80.5% | +139.0% | -34.4% |
| All | +58.5% | -80.6% | +139.1% | -34.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling