+1,197.2%
ENTG vs SUI
+1,543.3%
-346.1%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.3% | +6.5% | +6.4% |
| 7D | +2.8% | -2.8% | +5.7% | +4.8% |
| 30D | -4.7% | -1.2% | -3.5% | -4.1% |
| 3M | -0.7% | -1.7% | +1.0% | -2.1% |
| 6M | +7.7% | -10.5% | +18.2% | +13.1% |
| YTD | +65.1% | -1.8% | +66.9% | +62.5% |
| 1Y | +74.8% | -4.1% | +78.9% | +73.8% |
| 3Y | +36.9% | +11.3% | +25.6% | +17.7% |
| 5Y | +16.1% | -32.1% | +48.2% | +40.4% |
| 10Y | +740.3% | +110.4% | +629.9% | +292.7% |
| All | +1,197.2% | +1,543.3% | -346.1% | +2.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling