+1,842.6%
UMC vs ENTG
+797.5%
+1,045.1%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.2% | +0.2% | +1.5% |
| 7D | +9.0% | +1.2% | +7.8% | +8.5% |
| 30D | +17.2% | -12.9% | +30.1% | +23.5% |
| 3M | +11.4% | -3.1% | +14.5% | +11.9% |
| 6M | +137.5% | +21.0% | +116.5% | +117.2% |
| YTD | +193.1% | +67.0% | +126.1% | +133.1% |
| 1Y | +240.3% | +68.6% | +171.7% | +164.8% |
| 3Y | +262.2% | +48.6% | +213.6% | +174.5% |
| 5Y | +143.1% | +18.6% | +124.5% | +91.6% |
| All | +1,842.6% | +797.5% | +1,045.1% | +801.5% |
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