-11.0%
SHOP vs ENTG
+69.7%
-80.6%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.9% | +3.8% | +0.4% |
| 7D | -13.2% | +5.1% | -18.3% | -13.9% |
| 30D | -17.0% | -8.5% | -8.5% | -16.2% |
| 3M | +17.0% | +6.7% | +10.3% | +11.5% |
| 6M | -2.1% | +17.7% | -19.9% | -12.9% |
| YTD | -21.4% | +63.5% | -84.8% | -39.3% |
| 1Y | -11.0% | +73.6% | -84.6% | -32.4% |
| All | -11.0% | +69.7% | -80.6% | -32.4% |
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