+148.7%
XLK vs ENTG
+16.8%
+131.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.2% | -0.8% | +0.6% |
| 7D | +0.2% | +1.2% | -1.0% | -0.2% |
| 30D | -0.6% | -12.9% | +12.2% | +3.9% |
| 3M | +2.6% | -3.1% | +5.6% | +1.2% |
| 6M | +34.0% | +21.0% | +13.0% | +20.7% |
| YTD | +30.7% | +67.0% | -36.3% | +3.5% |
| 1Y | +39.2% | +68.6% | -29.4% | +8.2% |
| 3Y | +120.4% | +48.6% | +71.8% | +69.1% |
| All | +148.7% | +16.8% | +131.9% | +101.1% |
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 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