+226.8%
SOXX vs ENTG
+45.4%
+181.3%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | +4.1% |
| 3M | -10.2% | -3.1% | -7.1% | -10.3% |
| 6M | +54.2% | +21.0% | +33.2% | +34.9% |
| YTD | +75.2% | +67.0% | +8.2% | +25.5% |
| 1Y | +107.5% | +68.6% | +38.9% | +44.9% |
| 3Y | +226.8% | +48.6% | +178.1% | +143.1% |
| All | +226.8% | +45.4% | +181.3% | +143.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling