+1,343.3%
SMH vs ENTG
+1,257.1%
+86.2%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.7% | -0.5% | +0.5% |
| 7D | +5.2% | +8.9% | -3.7% | +1.6% |
| 30D | -1.5% | -7.2% | +5.7% | +1.1% |
| 3M | -4.1% | +6.4% | -10.5% | -7.9% |
| 6M | +50.8% | +25.7% | +25.1% | +35.0% |
| YTD | +59.3% | +67.9% | -8.6% | +26.1% |
| 1Y | +94.1% | +72.4% | +21.7% | +50.2% |
| 3Y | +286.7% | +48.4% | +238.3% | +209.6% |
| 5Y | +339.4% | +20.1% | +319.4% | +269.5% |
| 10Y | +1,803.3% | +768.2% | +1,035.1% | +691.0% |
| All | +1,343.3% | +1,257.1% | +86.2% | +187.7% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling