+1,144.9%
STX vs ENTG
+18.8%
+1,126.1%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +1.7% | +4.8% | +5.7% |
| 7D | +10.7% | +8.9% | +1.8% | +6.7% |
| 30D | +11.3% | -7.2% | +18.5% | +15.3% |
| 3M | +3.2% | +6.4% | -3.2% | -0.1% |
| 6M | +157.0% | +25.7% | +131.3% | +131.7% |
| YTD | +229.2% | +67.9% | +161.3% | +162.0% |
| 1Y | +381.8% | +72.4% | +309.5% | +275.3% |
| 3Y | +1,383.2% | +48.4% | +1,334.7% | +1,051.8% |
| 5Y | +1,144.9% | +20.1% | +1,124.8% | +914.9% |
| All | +1,144.9% | +18.8% | +1,126.1% | +914.9% |
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