+76.5%
SPY vs ENTG
+48.2%
+28.3%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.4% | -1.8% | -0.7% |
| 7D | -0.4% | +8.9% | -9.3% | -2.0% |
| 30D | -1.4% | -0.8% | -0.6% | -1.5% |
| 3M | +3.7% | +6.6% | -2.8% | +0.3% |
| 6M | +13.0% | +22.1% | -9.1% | +5.2% |
| YTD | +12.4% | +70.2% | -57.8% | -3.7% |
| 1Y | +18.5% | +76.7% | -58.2% | -0.4% |
| All | +76.5% | +48.2% | +28.3% | +46.1% |
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