+1,067.2%
ENTG vs SWK
+835.2%
+232.0%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.7% | -2.6% | -10.1% | -10.8% |
| 7D | -22.0% | +11.3% | -33.3% | -29.0% |
| 30D | -25.2% | +28.1% | -53.3% | -39.0% |
| 3M | -14.2% | +12.6% | -26.8% | -23.1% |
| 6M | -16.3% | +51.7% | -68.0% | -39.0% |
| YTD | +48.5% | +60.0% | -11.4% | +3.5% |
| 1Y | +41.4% | +72.7% | -31.3% | -6.8% |
| 3Y | +36.7% | +46.3% | -9.6% | -1.9% |
| 5Y | -12.5% | -24.6% | +12.1% | -3.0% |
| 10Y | +734.4% | +32.2% | +702.1% | +422.4% |
| All | +1,067.2% | +835.2% | +232.0% | +94.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling