+1,197.2%
ENTG vs SMTC
+241.9%
+955.3%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +9.2% | -3.1% | +1.5% |
| 7D | +2.8% | +12.7% | -9.9% | -3.3% |
| 30D | -4.7% | +22.0% | -26.6% | -15.1% |
| 3M | -0.7% | -12.7% | +11.9% | +5.6% |
| 6M | +7.7% | +64.8% | -57.1% | -19.5% |
| YTD | +65.1% | +100.7% | -35.6% | +11.0% |
| 1Y | +74.8% | +146.9% | -72.1% | +3.7% |
| 3Y | +36.9% | +456.8% | -419.9% | -59.7% |
| 5Y | +16.1% | +89.2% | -73.1% | -40.3% |
| 10Y | +740.3% | +426.9% | +313.5% | +128.7% |
| All | +1,197.2% | +241.9% | +955.3% | +189.2% |
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