+748.7%
ENTG vs SWK
+2.4%
+746.3%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.9% | +5.3% | +5.6% |
| 7D | +2.8% | -0.4% | +3.3% | +3.2% |
| 30D | -4.7% | -5.7% | +1.0% | -0.8% |
| 3M | -0.7% | +24.1% | -24.8% | -12.8% |
| 6M | +7.7% | +24.7% | -17.0% | -5.6% |
| YTD | +65.1% | +33.9% | +31.1% | +37.7% |
| 1Y | +74.8% | +34.7% | +40.1% | +45.2% |
| 3Y | +36.9% | +15.3% | +21.6% | +21.4% |
| 5Y | +16.1% | -39.3% | +55.4% | +42.8% |
| All | +748.7% | +2.4% | +746.3% | +600.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 10y: compounded portfolio wealth divided by compounded SWK 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…
10y analysis · Full analysis span regression · 6 months rolling