+152.5%
QQQM vs ENTG
+73.9%
+78.7%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.4% | -1.6% | -0.7% |
| 7D | +1.0% | +8.9% | -7.9% | -1.7% |
| 30D | -0.6% | -0.8% | +0.2% | -0.9% |
| 3M | +1.3% | +6.6% | -5.3% | -3.4% |
| 6M | +18.2% | +22.1% | -3.9% | +6.6% |
| YTD | +16.9% | +70.2% | -53.3% | -6.6% |
| 1Y | +24.0% | +76.7% | -52.7% | -3.6% |
| 3Y | +96.0% | +50.5% | +45.6% | +50.8% |
| 5Y | +95.2% | +21.8% | +73.4% | +54.3% |
| All | +152.5% | +73.9% | +78.7% | +66.0% |
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