+112.8%
SHOP vs ENTG
+47.4%
+65.4%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | +1.7% | -9.3% | -8.1% |
| 7D | -4.1% | +8.9% | -13.0% | -6.9% |
| 30D | -11.5% | -7.2% | -4.3% | -9.9% |
| 3M | +21.1% | +6.4% | +14.6% | +11.6% |
| 6M | +3.0% | +25.7% | -22.7% | -15.2% |
| YTD | -16.7% | +67.9% | -84.6% | -41.8% |
| 1Y | -8.3% | +72.4% | -80.7% | -37.7% |
| 3Y | +112.8% | +48.4% | +64.4% | +52.8% |
| All | +112.8% | +47.4% | +65.4% | +52.8% |
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