+196.3%
SE vs ENTG
+47.4%
+148.9%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.7% | -0.6% | +0.7% |
| 7D | +0.6% | +8.9% | -8.3% | -1.6% |
| 30D | -0.1% | -7.2% | +7.1% | +1.4% |
| 3M | +34.1% | +6.4% | +27.7% | +26.8% |
| 6M | +23.2% | +25.7% | -2.5% | +8.6% |
| YTD | -11.2% | +67.9% | -79.0% | -29.3% |
| 1Y | -40.5% | +72.4% | -112.9% | -54.0% |
| 3Y | +196.3% | +48.4% | +147.9% | +144.9% |
| All | +196.3% | +47.4% | +148.9% | +144.9% |
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