+542.4%
LITE vs ENTG
-4.1%
+546.5%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.1% | -0.7% | -1.1% |
| 7D | -13.9% | -9.3% | -4.6% | -7.6% |
| 30D | -46.9% | -16.4% | -30.6% | -39.7% |
| 3M | -28.0% | -3.8% | -24.2% | -24.1% |
| 6M | -35.2% | -6.9% | -28.3% | -30.9% |
| YTD | +58.9% | +65.0% | -6.1% | +23.6% |
| 1Y | +125.3% | +61.7% | +63.6% | +77.5% |
| 3Y | +1,344.4% | +46.6% | +1,297.8% | +1,074.4% |
| All | +542.4% | -4.1% | +546.5% | +494.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling