+12.4%
ENTG vs VIK
+221.3%
-208.9%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.2% | -2.7% | -3.1% |
| 7D | +5.1% | -1.8% | +7.0% | +6.4% |
| 30D | -8.5% | -17.3% | +8.7% | +3.7% |
| 3M | +6.7% | -5.1% | +11.8% | +11.3% |
| 6M | +17.7% | +16.2% | +1.5% | +5.9% |
| YTD | +63.5% | +17.6% | +45.8% | +44.8% |
| 1Y | +73.6% | +33.5% | +40.1% | +39.6% |
| All | +12.4% | +221.3% | -208.9% | -48.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VIK.
Daily Out/Under-Performance
Portfolio return minus VIK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIK 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 VIK 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