+44.6%
SMCI vs ENTG
+45.4%
-0.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +2.2% | +5.1% | +5.7% |
| 7D | +1.3% | +1.2% | +0.1% | +0.5% |
| 30D | +6.6% | -12.9% | +19.5% | +17.2% |
| 3M | +25.4% | -3.1% | +28.5% | +23.0% |
| 6M | +26.1% | +21.0% | +5.1% | +4.6% |
| YTD | +37.0% | +67.0% | -30.0% | -13.4% |
| 1Y | -8.8% | +68.6% | -77.4% | -44.6% |
| 3Y | +44.6% | +48.6% | -4.0% | +2.1% |
| All | +44.6% | +45.4% | -0.8% | +2.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling