+264.0%
SPOT vs ENTG
+327.6%
-63.5%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +6.2% | -9.3% | -4.9% |
| 7D | -0.9% | +2.8% | -3.8% | -1.9% |
| 30D | +12.5% | -4.7% | +17.2% | +12.8% |
| 3M | +9.9% | -0.7% | +10.6% | +4.0% |
| 6M | +1.6% | +7.7% | -6.2% | -8.2% |
| YTD | -6.6% | +65.1% | -71.7% | -28.3% |
| 1Y | -22.9% | +74.8% | -97.7% | -43.4% |
| 3Y | +244.3% | +36.9% | +207.4% | +151.8% |
| 5Y | +117.8% | +16.1% | +101.7% | +63.2% |
| All | +264.0% | +327.6% | -63.5% | +64.6% |
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