+129.4%
LITE vs ENTG
+57.8%
+71.5%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +9.4% | +1.3% | +2.8% |
| 7D | -12.9% | -7.6% | -5.3% | -6.0% |
| 30D | -46.0% | -15.5% | -30.5% | -37.0% |
| 3M | -33.0% | -7.8% | -25.2% | -26.3% |
| 6M | -34.0% | -5.9% | -28.1% | -30.0% |
| YTD | +61.7% | +66.7% | -5.0% | +12.7% |
| All | +129.4% | +57.8% | +71.5% | +64.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling