+113.9%
SOXX vs ENTG
+76.2%
+37.7%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +6.2% | -2.6% | +0.1% |
| 7D | +2.2% | +2.8% | -0.6% | +0.6% |
| 30D | -2.0% | -4.7% | +2.6% | 0.0% |
| 3M | -13.7% | -0.7% | -13.0% | -14.4% |
| 6M | +52.4% | +7.7% | +44.7% | +44.0% |
| YTD | +72.8% | +65.1% | +7.7% | +35.3% |
| 1Y | +113.9% | +74.8% | +39.1% | +68.7% |
| All | +113.9% | +76.2% | +37.7% | +68.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling