+15.3%
ENTG vs SU
+348.9%
-333.6%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.1% | +2.3% | +2.2% |
| 7D | +1.2% | +2.2% | -1.1% | +0.5% |
| 30D | -12.9% | +8.4% | -21.3% | -15.3% |
| 3M | -3.1% | +12.1% | -15.1% | -7.6% |
| 6M | +21.0% | +19.7% | +1.3% | +10.9% |
| YTD | +67.0% | +58.4% | +8.6% | +36.5% |
| 1Y | +68.6% | +67.2% | +1.4% | +34.7% |
| 3Y | +48.6% | +125.0% | -76.4% | +5.0% |
| All | +15.3% | +348.9% | -333.6% | -28.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 5y: compounded portfolio wealth divided by compounded SU 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…
5y analysis · Full analysis span regression · 6 months rolling