+769.3%
ENTG vs SIMO
+394.4%
+374.9%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -5.6% | +1.8% | -1.3% |
| 7D | +15.2% | +4.1% | +11.1% | +13.4% |
| 30D | -3.6% | -24.0% | +20.3% | +9.1% |
| 3M | -10.0% | -31.8% | +21.8% | +5.8% |
| 6M | +1.8% | -36.9% | +38.7% | +22.7% |
| YTD | +75.5% | +84.8% | -9.3% | +23.8% |
| 1Y | +82.4% | +99.0% | -16.6% | +24.3% |
| 3Y | +58.5% | +217.9% | -159.4% | -13.1% |
| 5Y | +0.4% | +171.5% | -171.1% | -44.8% |
| All | +769.3% | +394.4% | +374.9% | +240.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 SIMO 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