+56.3%
ENTG vs SWK
+53.9%
+2.4%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +2.8% | +6.6% | +7.4% |
| 7D | -7.6% | +10.7% | -18.3% | -15.1% |
| 30D | -15.5% | +33.3% | -48.8% | -33.3% |
| 3M | -7.8% | +14.7% | -22.5% | -18.2% |
| 6M | -5.9% | +48.5% | -54.4% | -30.9% |
| YTD | +66.7% | +63.9% | +2.9% | +12.9% |
| 1Y | +62.1% | +80.4% | -18.3% | +2.3% |
| 3Y | +56.3% | +58.1% | -1.9% | -3.6% |
| All | +56.3% | +53.9% | +2.4% | -3.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling