+1,197.2%
ENTG vs SWK
+683.1%
+514.1%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.9% | +5.3% | +5.5% |
| 7D | +2.8% | -0.4% | +3.3% | +3.2% |
| 30D | -4.7% | -5.7% | +1.0% | -0.3% |
| 3M | -0.7% | +24.1% | -24.8% | -14.3% |
| 6M | +7.7% | +24.7% | -17.0% | -7.4% |
| YTD | +65.1% | +33.9% | +31.1% | +34.1% |
| 1Y | +74.8% | +34.7% | +40.1% | +41.1% |
| 3Y | +36.9% | +15.3% | +21.6% | +19.2% |
| 5Y | +16.1% | -39.3% | +55.4% | +53.6% |
| 10Y | +740.3% | +2.5% | +737.9% | +551.6% |
| All | +1,197.2% | +683.1% | +514.1% | +152.5% |
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