+15.3%
ENTG vs SOXQ
+258.1%
-242.8%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.8% | +0.4% | +0.1% |
| 7D | +1.2% | +0.8% | +0.4% | +0.3% |
| 30D | -12.9% | -4.6% | -8.3% | -7.5% |
| 3M | -3.1% | -10.2% | +7.1% | +13.1% |
| 6M | +21.0% | +49.7% | -28.7% | -21.0% |
| YTD | +67.0% | +67.2% | -0.2% | -3.1% |
| 1Y | +68.6% | +98.0% | -29.4% | -18.7% |
| 3Y | +48.6% | +237.2% | -188.5% | -61.5% |
| All | +15.3% | +258.1% | -242.8% | -71.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 5y: compounded portfolio wealth divided by compounded SOXQ 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…
5y analysis · Full analysis span regression · 6 months rolling