+327.2%
SMH vs ENTG
+16.8%
+310.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +4.2% |
| 3M | -6.7% | -3.1% | -3.7% | -7.6% |
| 6M | +41.8% | +21.0% | +20.8% | +23.4% |
| YTD | +57.9% | +67.0% | -9.1% | +13.9% |
| 1Y | +87.6% | +68.6% | +19.0% | +32.0% |
| 3Y | +282.9% | +48.6% | +234.3% | +173.9% |
| All | +327.2% | +16.8% | +310.4% | +247.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling