+2,761.7%
AVGO vs ENTG
+778.5%
+1,983.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.9% | +3.0% | +0.9% |
| 7D | +1.0% | +5.1% | -4.1% | -1.5% |
| 30D | -13.3% | -8.5% | -4.8% | -10.0% |
| 3M | -2.9% | +6.7% | -9.6% | -9.8% |
| 6M | +5.7% | +17.7% | -12.0% | -7.9% |
| YTD | +4.6% | +63.5% | -58.8% | -24.4% |
| 1Y | -1.6% | +73.6% | -75.2% | -32.5% |
| 3Y | +336.2% | +44.6% | +291.7% | +216.0% |
| 5Y | +695.6% | +16.1% | +679.5% | +490.2% |
| All | +2,761.7% | +778.5% | +1,983.2% | +709.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling