+50.8%
SWKS vs ENTG
+757.2%
-706.4%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.8% | +3.7% | +1.9% |
| 7D | +9.4% | +15.2% | -5.8% | +1.1% |
| 30D | +17.0% | -3.6% | +20.6% | +16.3% |
| 3M | +28.9% | -10.0% | +38.9% | +31.5% |
| 6M | +33.1% | +1.8% | +31.4% | +21.7% |
| YTD | +44.8% | +75.5% | -30.7% | -8.3% |
| 1Y | +36.2% | +82.4% | -46.2% | -16.2% |
| 3Y | +11.5% | +58.5% | -47.0% | -32.1% |
| 5Y | -37.1% | +0.4% | -37.4% | -53.0% |
| All | +50.8% | +757.2% | -706.4% | -73.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling