+167.6%
AMAT vs ENTG
+6.7%
+160.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +11.3% | -5.2% | -1.3% |
| 7D | +7.0% | +7.9% | -1.0% | +2.0% |
| 30D | -20.6% | -3.6% | -17.0% | -19.0% |
| 3M | -24.8% | +2.7% | -27.5% | -26.7% |
| 6M | -10.7% | +3.6% | -14.3% | -14.3% |
| YTD | +54.3% | +83.6% | -29.3% | +2.2% |
| 1Y | +73.7% | +84.9% | -11.1% | +13.7% |
| 3Y | +168.4% | +63.2% | +105.2% | +80.2% |
| 5Y | +167.6% | +4.9% | +162.6% | +141.5% |
| All | +167.6% | +6.7% | +160.9% | +141.5% |
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