+17.0%
ENTG vs VIK
+225.3%
-208.3%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -3.4% | +4.8% | +3.7% |
| 7D | +8.9% | -0.8% | +9.7% | +9.4% |
| 30D | -0.8% | -18.0% | +17.2% | +13.1% |
| 3M | +6.6% | -5.8% | +12.4% | +11.7% |
| 6M | +22.1% | +17.2% | +4.9% | +9.2% |
| YTD | +70.2% | +19.1% | +51.0% | +49.4% |
| 1Y | +76.7% | +33.6% | +43.1% | +42.1% |
| All | +17.0% | +225.3% | -208.3% | -46.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling