+110.6%
SPOT vs ENTG
+15.6%
+95.0%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.9% | +3.7% | +0.7% |
| 7D | -6.9% | +5.1% | -12.0% | -8.2% |
| 30D | +4.1% | -8.5% | +12.7% | +5.7% |
| 3M | +3.7% | +6.7% | -3.0% | -3.3% |
| 6M | -1.6% | +17.7% | -19.3% | -12.6% |
| YTD | -10.2% | +63.5% | -73.6% | -29.7% |
| 1Y | -25.9% | +73.6% | -99.5% | -44.5% |
| 3Y | +235.6% | +44.6% | +191.0% | +140.2% |
| 5Y | +110.6% | +16.1% | +94.5% | +68.5% |
| All | +110.6% | +15.6% | +95.0% | +68.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling