+14.1%
QCOM vs ENTG
-0.3%
+14.4%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -3.8% | +1.1% | -0.9% |
| 7D | +4.3% | +15.2% | -10.9% | -2.8% |
| 30D | -0.1% | -3.6% | +3.6% | +0.2% |
| 3M | +5.2% | -10.0% | +15.2% | +7.6% |
| 6M | -18.4% | +1.8% | -20.1% | -23.3% |
| YTD | +2.4% | +75.5% | -73.1% | -29.1% |
| 1Y | +0.9% | +82.4% | -81.5% | -31.9% |
| 3Y | +48.4% | +58.5% | -10.1% | +1.2% |
| All | +14.1% | -0.3% | +14.4% | -1.5% |
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