+2,502.5%
LITE vs ENTG
+761.6%
+1,740.9%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +1.7% | +9.3% | +10.0% |
| 7D | +12.6% | +8.9% | +3.7% | +6.9% |
| 30D | +9.9% | -7.2% | +17.2% | +16.0% |
| 3M | +9.3% | +6.4% | +2.9% | +5.0% |
| 6M | +75.2% | +25.7% | +49.6% | +52.9% |
| YTD | +165.5% | +67.9% | +97.6% | +93.8% |
| 1Y | +555.0% | +72.4% | +482.6% | +367.4% |
| 3Y | +1,870.5% | +48.4% | +1,822.0% | +1,384.8% |
| 5Y | +1,009.8% | +20.1% | +989.8% | +742.0% |
| 10Y | +2,502.5% | +768.1% | +1,734.3% | +359.2% |
| All | +2,502.5% | +761.6% | +1,740.9% | +359.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ENTG.
Daily Out/Under-Performance
Portfolio return minus ENTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENTG 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 ENTG 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