+25.3%
ENTG vs SOXQ
+290.2%
-264.9%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.4% | +1.0% | +0.9% |
| 7D | +8.9% | +5.2% | +3.7% | +2.8% |
| 30D | -0.8% | -0.5% | -0.3% | +0.4% |
| 3M | +6.6% | -5.6% | +12.2% | +17.9% |
| 6M | +22.1% | +53.0% | -30.9% | -22.2% |
| YTD | +70.2% | +68.8% | +1.4% | -2.1% |
| 1Y | +76.7% | +105.7% | -29.0% | -18.2% |
| 3Y | +50.5% | +240.5% | -190.0% | -61.1% |
| 5Y | +21.8% | +266.8% | -245.0% | -70.7% |
| All | +25.3% | +290.2% | -264.9% | -70.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling