-39.4%
ENTX vs SPY
+81.0%
-120.4%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.5% | -5.2% | -5.4% |
| 7D | -2.7% | -0.4% | -2.4% | -2.6% |
| 30D | -6.6% | -1.4% | -5.2% | -6.0% |
| 3M | +132.8% | +3.7% | +129.1% | +128.3% |
| 6M | +113.5% | +13.0% | +100.5% | +101.3% |
| YTD | +46.4% | +12.4% | +34.0% | +38.2% |
| 1Y | +52.7% | +18.5% | +34.2% | +40.7% |
| 3Y | +350.8% | +77.6% | +273.2% | +257.4% |
| 5Y | -39.4% | +81.7% | -121.1% | -49.5% |
| All | -39.4% | +81.0% | -120.4% | -49.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 5y: compounded portfolio wealth divided by compounded SPY 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…
5y analysis · Full analysis span regression · 6 months rolling