+44.6%
ENTG vs SIMO
+432.2%
-387.6%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +8.7% | -2.6% | +1.9% |
| 7D | +2.8% | +4.2% | -1.4% | +0.8% |
| 30D | -4.7% | +4.1% | -8.8% | -7.5% |
| 3M | -0.7% | -12.9% | +12.1% | +4.7% |
| 6M | +7.7% | +110.3% | -102.6% | -29.7% |
| YTD | +65.1% | +178.6% | -113.5% | -13.7% |
| 1Y | +74.8% | +220.0% | -145.2% | -17.0% |
| All | +44.6% | +432.2% | -387.6% | -51.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling