+78.8%
SE vs ENTG
+53.1%
+25.7%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +9.4% | -6.5% | +0.8% |
| 7D | +3.3% | -7.6% | +10.9% | +4.9% |
| 30D | -18.2% | -15.5% | -2.7% | -15.6% |
| 3M | -31.3% | -7.8% | -23.4% | -31.0% |
| 6M | -10.1% | -5.9% | -4.2% | -13.1% |
| YTD | -38.9% | +66.7% | -105.6% | -51.6% |
| 1Y | -48.0% | +62.1% | -110.1% | -58.6% |
| 3Y | +78.8% | +56.3% | +22.6% | +91.9% |
| All | +78.8% | +53.1% | +25.7% | +91.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling