+743.3%
ENTG vs SUI
+117.1%
+626.2%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.9% | -0.2% | -0.7% |
| 7D | -9.3% | +3.4% | -12.7% | -10.8% |
| 30D | -16.4% | +4.6% | -21.0% | -18.9% |
| 3M | -3.8% | +1.6% | -5.4% | -5.9% |
| 6M | -6.9% | -3.5% | -3.5% | -8.1% |
| YTD | +65.0% | -1.0% | +66.0% | +60.6% |
| 1Y | +61.7% | -1.7% | +63.4% | +57.9% |
| 3Y | +46.6% | +18.4% | +28.3% | +26.6% |
| 5Y | -2.7% | -26.3% | +23.7% | +5.9% |
| 10Y | +743.3% | +123.3% | +619.9% | +558.0% |
| All | +743.3% | +117.1% | +626.2% | +558.0% |
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