-40.9%
SE vs ENTG
+76.2%
-117.1%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +6.2% | -7.0% | -1.7% |
| 7D | -6.1% | +2.8% | -8.9% | -6.5% |
| 30D | -2.5% | -4.7% | +2.2% | -2.1% |
| 3M | +21.7% | -0.7% | +22.4% | +18.1% |
| 6M | +27.0% | +7.7% | +19.3% | +19.0% |
| YTD | -12.1% | +65.1% | -77.2% | -23.9% |
| 1Y | -40.9% | +74.8% | -115.7% | -49.7% |
| All | -40.9% | +76.2% | -117.1% | -49.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ENTG.
Daily Out/Under-Performance
Portfolio return minus ENTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENTG 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 1y: compounded portfolio wealth divided by compounded ENTG 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…
1y analysis · Full analysis span regression · 6 months rolling