+277.4%
SMH vs ENTG
+42.3%
+235.0%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.9% | +1.5% | -0.4% |
| 7D | +1.4% | +5.1% | -3.7% | -1.3% |
| 30D | -2.2% | -8.5% | +6.3% | +1.9% |
| 3M | -1.9% | +6.7% | -8.6% | -7.6% |
| 6M | +41.0% | +17.7% | +23.3% | +25.1% |
| YTD | +55.6% | +63.5% | -7.9% | +14.6% |
| 1Y | +86.8% | +73.6% | +13.2% | +30.3% |
| All | +277.4% | +42.3% | +235.0% | +190.9% |
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