-53.0%
SWKS vs ENTG
+15.6%
-68.7%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +6.2% | -2.6% | +0.7% |
| 7D | +12.5% | +2.8% | +9.7% | +11.0% |
| 30D | +10.5% | -4.7% | +15.2% | +12.1% |
| 3M | -7.4% | -0.7% | -6.7% | -10.5% |
| 6M | +32.7% | +7.7% | +24.9% | +20.1% |
| YTD | +19.2% | +65.1% | -45.9% | -15.0% |
| 1Y | +2.4% | +74.8% | -72.4% | -30.5% |
| 3Y | -25.6% | +36.9% | -62.5% | -46.1% |
| All | -53.0% | +15.6% | -68.7% | -64.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling