-12.4%
SOUN vs ENTG
+30.2%
-42.6%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.7% | -4.2% | -3.4% |
| 7D | -4.1% | +8.9% | -13.0% | -8.4% |
| 30D | -18.1% | -7.2% | -10.9% | -15.6% |
| 3M | -12.3% | +6.4% | -18.7% | -19.3% |
| 6M | -18.6% | +25.7% | -44.3% | -33.8% |
| YTD | -34.1% | +67.9% | -102.0% | -55.6% |
| 1Y | -57.0% | +72.4% | -129.4% | -71.6% |
| 3Y | +185.7% | +48.4% | +137.2% | +109.4% |
| All | -12.4% | +30.2% | -42.6% | -2.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling