+252.8%
SPOT vs ENTG
+332.6%
-79.7%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.2% | -1.4% | +0.1% |
| 7D | -3.1% | +1.2% | -4.2% | -3.5% |
| 30D | +7.4% | -12.9% | +20.2% | +11.0% |
| 3M | +8.2% | -3.1% | +11.2% | +4.0% |
| 6M | +2.2% | +21.0% | -18.8% | -10.9% |
| YTD | -9.5% | +67.0% | -76.5% | -30.8% |
| 1Y | -23.8% | +68.6% | -92.5% | -43.2% |
| 3Y | +233.5% | +48.6% | +184.8% | +135.4% |
| 5Y | +112.2% | +18.6% | +93.6% | +57.7% |
| All | +252.8% | +332.6% | -79.7% | +58.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling