+1,817.6%
SMH vs ENTG
+797.5%
+1,020.1%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.2% | -0.7% | +0.3% |
| 7D | +0.3% | +1.2% | -0.9% | -0.4% |
| 30D | -2.8% | -12.9% | +10.1% | +4.6% |
| 3M | -6.7% | -3.1% | -3.7% | -7.8% |
| 6M | +41.8% | +21.0% | +20.8% | +21.9% |
| YTD | +57.9% | +67.0% | -9.1% | +11.0% |
| 1Y | +87.6% | +68.6% | +19.0% | +28.2% |
| 3Y | +282.9% | +48.6% | +234.3% | +164.1% |
| 5Y | +330.4% | +18.6% | +311.8% | +215.5% |
| All | +1,817.6% | +797.5% | +1,020.1% | +374.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling