+1,279.2%
ENTG vs SMTC
+164.9%
+1,114.3%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -4.1% | +0.3% | -1.7% |
| 7D | +15.2% | +11.0% | +4.2% | +9.3% |
| 30D | -3.6% | -28.5% | +24.9% | +13.4% |
| 3M | -10.0% | -14.2% | +4.3% | -5.5% |
| 6M | +1.8% | -18.0% | +19.8% | +8.8% |
| YTD | +75.5% | +55.5% | +20.0% | +31.6% |
| 1Y | +82.4% | +69.5% | +12.9% | +30.2% |
| 3Y | +58.5% | +699.7% | -641.1% | -61.4% |
| 5Y | +0.4% | +27.4% | -27.1% | -38.0% |
| 10Y | +759.6% | +335.7% | +423.9% | +152.1% |
| All | +1,279.2% | +164.9% | +1,114.3% | +242.9% |
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