+82.9%
ENTG vs SIMO
+92.3%
-9.4%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.3% | +1.6% | +0.3% |
| 7D | +22.8% | +14.9% | +7.9% | +16.0% |
| 30D | -4.9% | -27.0% | +22.1% | +8.0% |
| 3M | -4.8% | -25.4% | +20.6% | +6.7% |
| 6M | +5.6% | -30.3% | +35.9% | +22.8% |
| YTD | +82.4% | +95.8% | -13.4% | +50.1% |
| 1Y | +82.9% | +100.0% | -17.2% | +47.9% |
| All | +82.9% | +92.3% | -9.4% | +47.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling