+1,237.3%
ENTG vs SU
+2,060.3%
-822.9%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.7% | -0.3% | +0.7% |
| 7D | +8.9% | +1.6% | +7.4% | +8.2% |
| 30D | -0.8% | +10.7% | -11.6% | -5.1% |
| 3M | +6.6% | +13.5% | -7.0% | -0.5% |
| 6M | +22.1% | +21.8% | +0.3% | +9.3% |
| YTD | +70.2% | +58.8% | +11.3% | +36.0% |
| 1Y | +76.7% | +72.0% | +4.7% | +36.2% |
| 3Y | +50.5% | +121.7% | -71.2% | +2.2% |
| 5Y | +21.8% | +350.4% | -328.6% | -41.7% |
| 10Y | +811.7% | +264.7% | +547.1% | +315.2% |
| All | +1,237.3% | +2,060.3% | -822.9% | +200.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling