+768.2%
ENTG vs SIMO
+515.6%
+252.5%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +6.2% | -4.5% | -1.0% |
| 7D | +8.9% | +14.6% | -5.7% | +2.6% |
| 30D | -7.2% | +6.2% | -13.4% | -10.0% |
| 3M | +6.4% | +3.6% | +2.8% | +3.8% |
| 6M | +25.7% | +130.8% | -105.1% | -16.8% |
| YTD | +67.9% | +195.8% | -127.9% | -2.6% |
| 1Y | +72.4% | +225.0% | -152.6% | -3.9% |
| 3Y | +48.4% | +452.3% | -403.9% | -34.9% |
| 5Y | +20.1% | +303.6% | -283.5% | -43.8% |
| 10Y | +768.2% | +528.8% | +239.4% | +205.1% |
| All | +768.2% | +515.6% | +252.5% | +205.1% |
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