-44.4%
ENGS price history and return analytics
+43.1%
-87.5%
-94.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | 0.0% | +2.6% | +2.6% |
| 7D | +6.2% | +0.4% | +5.7% | +5.9% |
| 30D | +3.4% | +1.0% | +2.4% | +2.7% |
| 3M | +74.1% | +2.4% | +71.7% | +70.7% |
| 6M | +227.4% | +12.0% | +215.4% | +199.9% |
| YTD | +222.8% | +15.3% | +207.4% | +190.6% |
| 1Y | -40.1% | +22.6% | -62.7% | -48.4% |
| All | -44.4% | +43.1% | -87.5% | -58.1% |
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