+75.4%
SOUN vs ENTG
+57.0%
+18.4%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.8% | +0.7% | -1.0% |
| 7D | -15.1% | +15.2% | -30.3% | -22.1% |
| 30D | -23.0% | -3.6% | -19.3% | -23.9% |
| 3M | -53.3% | -10.0% | -43.4% | -52.8% |
| 6M | -58.6% | +1.8% | -60.3% | -63.8% |
| YTD | -65.0% | +75.5% | -140.5% | -81.1% |
| 1Y | -71.4% | +82.4% | -153.8% | -85.2% |
| 3Y | +75.4% | +58.5% | +16.9% | -15.9% |
| All | +75.4% | +57.0% | +18.4% | -15.9% |
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