+551.8%
LITE vs ENTG
+75.0%
+476.8%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.4% | -0.3% | +0.1% |
| 7D | +13.6% | +8.9% | +4.7% | +6.8% |
| 30D | +21.6% | -0.8% | +22.4% | +23.2% |
| 3M | +20.3% | +6.6% | +13.8% | +14.3% |
| 6M | +54.4% | +22.1% | +32.3% | +32.9% |
| YTD | +168.3% | +70.2% | +98.1% | +88.1% |
| 1Y | +551.8% | +76.7% | +475.1% | +363.5% |
| All | +551.8% | +75.0% | +476.8% | +363.5% |
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