+101.7%
SMR vs ENTG
+57.0%
+44.7%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -3.8% | +0.5% | -0.8% |
| 7D | -8.3% | +15.2% | -23.4% | -17.0% |
| 30D | -20.1% | -3.6% | -16.4% | -19.4% |
| 3M | -52.7% | -10.0% | -42.7% | -50.8% |
| 6M | -61.0% | +1.8% | -62.8% | -64.0% |
| YTD | -67.1% | +75.5% | -142.6% | -80.2% |
| 1Y | -79.9% | +82.4% | -162.3% | -88.1% |
| 3Y | +101.7% | +58.5% | +43.2% | +13.0% |
| All | +101.7% | +57.0% | +44.7% | +13.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling