+711.1%
AVGO vs ENTG
+21.6%
+689.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.4% | -2.5% | -1.7% |
| 7D | -0.8% | +8.9% | -9.7% | -4.5% |
| 30D | -13.7% | -0.8% | -12.9% | -13.9% |
| 3M | -6.9% | +6.6% | -13.5% | -12.7% |
| 6M | +5.8% | +22.1% | -16.3% | -8.0% |
| YTD | +5.7% | +70.2% | -64.5% | -22.8% |
| 1Y | +9.0% | +76.7% | -67.7% | -23.3% |
| 3Y | +340.5% | +50.5% | +290.0% | +227.8% |
| 5Y | +711.1% | +21.8% | +689.3% | +534.0% |
| All | +711.1% | +21.6% | +689.5% | +534.0% |
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