+107.5%
SOXX vs ENTG
+75.7%
+31.9%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.2% | -0.3% | +0.7% |
| 7D | +1.4% | +1.2% | +0.2% | +0.7% |
| 30D | -3.6% | -12.9% | +9.3% | +3.8% |
| 3M | -10.2% | -3.1% | -7.1% | -9.9% |
| 6M | +54.2% | +21.0% | +33.2% | +38.4% |
| YTD | +75.2% | +67.0% | +8.2% | +35.2% |
| 1Y | +107.5% | +68.6% | +38.9% | +60.0% |
| All | +107.5% | +75.7% | +31.9% | +60.0% |
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 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