-81.2%
ENGN price history and return analytics
+69.9%
-151.2%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.6% | -3.0% | -3.4% |
| 7D | -2.1% | -0.1% | -2.0% | -2.1% |
| 30D | +5.7% | -0.7% | +6.4% | +6.0% |
| 3M | +10.8% | +4.0% | +6.8% | +8.9% |
| 6M | -73.8% | +12.3% | -86.0% | -74.4% |
| YTD | -79.5% | +14.0% | -93.5% | -80.0% |
| 1Y | -66.7% | +20.3% | -87.0% | -67.7% |
| 3Y | -83.0% | +75.4% | -158.5% | -83.4% |
| All | -81.2% | +69.9% | -151.2% | -81.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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