+51.5%
ENTG vs SYY
+26.6%
+24.8%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.2% | -0.8% | +0.7% |
| 7D | +8.9% | -0.2% | +9.2% | +9.0% |
| 30D | -0.8% | -2.7% | +1.9% | 0.0% |
| 3M | +6.6% | +5.9% | +0.7% | +3.3% |
| 6M | +22.1% | -2.3% | +24.4% | +21.3% |
| YTD | +70.2% | +13.1% | +57.1% | +60.4% |
| 1Y | +76.7% | +3.8% | +73.0% | +71.6% |
| All | +51.5% | +26.6% | +24.8% | +30.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 3y: compounded portfolio wealth divided by compounded SYY 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…
3y analysis · Full analysis span regression · 6 months rolling