+162.3%
SOXL vs ENTG
+16.8%
+145.5%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +2.2% | +3.1% | +1.6% |
| 7D | +3.9% | +1.2% | +2.7% | +2.2% |
| 30D | -14.3% | -12.9% | -1.5% | +9.9% |
| 3M | -45.6% | -3.1% | -42.6% | -35.1% |
| 6M | +117.2% | +21.0% | +96.2% | +100.9% |
| YTD | +189.8% | +67.0% | +122.8% | +54.2% |
| 1Y | +317.7% | +68.6% | +249.1% | +118.9% |
| 3Y | +478.6% | +48.6% | +430.0% | +442.2% |
| All | +162.3% | +16.8% | +145.5% | +519.0% |
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