+230.9%
SPOT vs ENTG
+42.3%
+188.6%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.9% | +3.7% | +0.1% |
| 7D | -6.9% | +5.1% | -12.0% | -7.3% |
| 30D | +4.1% | -8.5% | +12.7% | +4.7% |
| 3M | +3.7% | +6.7% | -3.0% | +0.3% |
| 6M | -1.6% | +17.7% | -19.3% | -7.0% |
| YTD | -10.2% | +63.5% | -73.6% | -20.2% |
| 1Y | -25.9% | +73.6% | -99.5% | -35.6% |
| All | +230.9% | +42.3% | +188.6% | +176.5% |
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 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