+742.3%
ENTG vs SUI
+108.4%
+633.9%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.3% | +6.5% | +6.3% |
| 7D | +2.8% | -2.8% | +5.7% | +4.1% |
| 30D | -4.7% | -1.2% | -3.5% | -4.3% |
| 3M | -0.7% | -1.7% | +1.0% | -1.6% |
| 6M | +7.7% | -10.5% | +18.2% | +11.7% |
| YTD | +65.1% | -1.8% | +66.9% | +63.4% |
| 1Y | +74.8% | -4.1% | +78.9% | +74.5% |
| 3Y | +36.9% | +11.3% | +25.6% | +23.5% |
| 5Y | +16.1% | -32.1% | +48.2% | +32.0% |
| All | +742.3% | +108.4% | +633.9% | +616.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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