+19.0%
SPGI vs ENTG
+47.4%
-28.4%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.7% | -4.9% | -3.3% |
| 7D | -2.5% | +8.9% | -11.4% | -2.8% |
| 30D | +5.4% | -7.2% | +12.6% | +5.6% |
| 3M | +9.0% | +6.4% | +2.6% | +7.3% |
| 6M | +0.8% | +25.7% | -24.9% | -3.1% |
| YTD | -12.6% | +67.9% | -80.4% | -19.5% |
| 1Y | -16.1% | +72.4% | -88.5% | -23.9% |
| 3Y | +19.0% | +48.4% | -29.4% | +4.9% |
| All | +19.0% | +47.4% | -28.4% | +4.9% |
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 2023-09-08 to 2026-09-08: 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling