+5,665.1%
ENTG vs SPXU
-100.0%
+5,765.1%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.7% | 0.0% | +2.7% |
| 7D | +8.9% | -1.5% | +10.4% | +8.0% |
| 30D | -7.2% | +3.7% | -10.9% | -5.0% |
| 3M | +6.4% | -9.6% | +16.0% | +4.0% |
| 6M | +25.7% | -32.4% | +58.0% | +7.4% |
| YTD | +67.9% | -28.7% | +96.5% | +50.3% |
| 1Y | +72.4% | -38.2% | +110.6% | +46.4% |
| 3Y | +48.4% | -80.4% | +128.9% | -15.1% |
| 5Y | +20.1% | -86.0% | +106.1% | -21.1% |
| 10Y | +768.1% | -99.5% | +867.7% | +69.3% |
| All | +5,665.1% | -100.0% | +5,765.1% | +46.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling