+0.1%
SO vs ENTG
+75.0%
-75.0%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.4% | -2.1% | -0.7% |
| 7D | 0.0% | +8.9% | -8.9% | +0.5% |
| 30D | -2.5% | -0.8% | -1.7% | -2.4% |
| 3M | -4.2% | +6.6% | -10.7% | -3.5% |
| 6M | -7.7% | +22.1% | -29.7% | -6.4% |
| YTD | +3.8% | +70.2% | -66.4% | +7.1% |
| 1Y | +0.1% | +76.7% | -76.7% | +3.2% |
| All | +0.1% | +75.0% | -75.0% | +3.2% |
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