-85.6%
SMR vs ENTG
+63.3%
-148.9%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -6.5% | +2.0% | -0.4% |
| 7D | -9.5% | -10.3% | +0.8% | -3.1% |
| 30D | -33.2% | -14.4% | -18.9% | -27.0% |
| 3M | -45.9% | -1.1% | -44.8% | -47.4% |
| 6M | -57.9% | +3.0% | -60.9% | -62.1% |
| YTD | -63.8% | +70.1% | -133.9% | -83.3% |
| 1Y | -85.6% | +65.7% | -151.3% | -93.1% |
| All | -85.6% | +63.3% | -148.9% | -93.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ENTG.
Daily Out/Under-Performance
Portfolio return minus ENTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENTG 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 1y: compounded portfolio wealth divided by compounded ENTG 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…
1y analysis · Full analysis span regression · 6 months rolling