+1,537.1%
SOXX vs ENTG
+797.5%
+739.6%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.2% | -0.3% | +0.6% |
| 7D | +1.4% | +1.2% | +0.2% | +0.7% |
| 30D | -3.6% | -12.9% | +9.3% | +4.3% |
| 3M | -10.2% | -3.1% | -7.1% | -10.5% |
| 6M | +54.2% | +21.0% | +33.2% | +33.6% |
| YTD | +75.2% | +67.0% | +8.2% | +23.1% |
| 1Y | +107.5% | +68.6% | +38.9% | +42.0% |
| 3Y | +226.8% | +48.6% | +178.1% | +127.8% |
| 5Y | +251.2% | +18.6% | +232.6% | +161.5% |
| All | +1,537.1% | +797.5% | +739.6% | +301.7% |
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 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