+901.5%
LITE vs ENTG
+15.6%
+885.9%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +6.2% | -2.2% | +0.4% |
| 7D | -1.5% | +2.8% | -4.4% | -3.1% |
| 30D | +6.7% | -4.7% | +11.3% | +10.5% |
| 3M | -6.8% | -0.7% | -6.0% | -6.5% |
| 6M | +29.4% | +7.7% | +21.7% | +24.9% |
| YTD | +139.1% | +65.1% | +74.0% | +82.2% |
| 1Y | +521.0% | +74.8% | +446.2% | +357.5% |
| 3Y | +1,535.3% | +36.9% | +1,498.4% | +1,235.8% |
| All | +901.5% | +15.6% | +885.9% | +742.7% |
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