+3,068.2%
LITE vs ENTG
+887.2%
+2,181.0%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +2.6% | +3.1% | +4.1% |
| 7D | -35.9% | -17.1% | -18.8% | -27.2% |
| 30D | -51.5% | -23.0% | -28.5% | -42.0% |
| 3M | -35.7% | -10.2% | -25.5% | -29.3% |
| 6M | -43.0% | -17.8% | -25.2% | -34.5% |
| YTD | +46.1% | +52.4% | -6.2% | +17.0% |
| 1Y | +124.7% | +49.8% | +74.9% | +82.0% |
| 3Y | +1,172.1% | +42.1% | +1,129.9% | +929.0% |
| 5Y | +477.0% | -10.2% | +487.2% | +448.6% |
| 10Y | +1,465.7% | +756.0% | +709.7% | +313.8% |
| All | +3,068.2% | +887.2% | +2,181.0% | +710.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling