+48.4%
ENTG vs SMTC
+556.3%
-507.8%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +10.0% | -8.3% | -2.1% |
| 7D | +8.9% | +22.9% | -14.0% | +0.5% |
| 30D | -7.2% | +16.6% | -23.9% | -13.1% |
| 3M | +6.4% | +2.4% | +4.0% | +4.7% |
| 6M | +25.7% | +98.3% | -72.6% | -2.2% |
| YTD | +67.9% | +120.7% | -52.8% | +26.1% |
| 1Y | +72.4% | +168.3% | -95.9% | +20.7% |
| 3Y | +48.4% | +571.7% | -523.3% | -33.5% |
| All | +48.4% | +556.3% | -507.8% | -33.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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