+115.0%
UMC vs ENTG
+63.3%
+51.7%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -6.5% | +4.4% | +1.0% |
| 7D | -14.7% | -10.3% | -4.3% | -10.1% |
| 30D | -32.9% | -14.4% | -18.5% | -28.1% |
| 3M | -22.2% | -1.1% | -21.0% | -23.2% |
| 6M | +25.9% | +3.0% | +22.9% | +22.6% |
| YTD | +107.9% | +70.1% | +37.8% | +79.8% |
| 1Y | +115.0% | +65.7% | +49.3% | +85.8% |
| All | +115.0% | +63.3% | +51.7% | +85.8% |
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