+1,342.9%
ENTG vs SMTC
+189.5%
+1,153.4%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.3% | +10.3% | +1.0% | +6.0% |
| 7D | +7.9% | +12.9% | -4.9% | +1.1% |
| 30D | -3.6% | -25.6% | +22.0% | +11.3% |
| 3M | +2.7% | -4.5% | +7.3% | +2.1% |
| 6M | +3.6% | -8.3% | +11.8% | +4.5% |
| YTD | +83.6% | +69.9% | +13.7% | +31.6% |
| 1Y | +84.9% | +73.9% | +10.9% | +30.2% |
| 3Y | +63.2% | +757.7% | -694.5% | -61.6% |
| 5Y | +4.9% | +38.7% | -33.8% | -37.8% |
| 10Y | +799.3% | +376.1% | +423.2% | +152.3% |
| All | +1,342.9% | +189.5% | +1,153.4% | +243.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling