+799.3%
ENTG vs SIMO
+453.3%
+346.0%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.3% | +8.7% | +2.6% | +7.4% |
| 7D | +7.9% | +0.9% | +7.0% | +8.0% |
| 30D | -3.6% | -25.4% | +21.8% | +9.9% |
| 3M | +2.7% | -17.8% | +20.5% | +11.2% |
| 6M | +3.6% | -29.6% | +33.1% | +18.9% |
| YTD | +83.6% | +100.3% | -16.7% | +24.9% |
| 1Y | +84.9% | +100.4% | -15.5% | +25.7% |
| 3Y | +63.2% | +246.1% | -182.9% | -13.9% |
| 5Y | +4.9% | +189.8% | -184.9% | -44.0% |
| 10Y | +799.3% | +434.6% | +364.7% | +238.3% |
| All | +799.3% | +453.3% | +346.0% | +238.3% |
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