-10.1%
BA vs ENTG
+39.6%
-49.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.6% | -2.1% | +0.1% |
| 7D | +1.1% | -17.1% | +18.2% | +4.3% |
| 30D | -7.9% | -23.0% | +15.1% | -4.1% |
| 3M | -25.3% | -10.2% | -15.1% | -24.9% |
| 6M | -24.6% | -17.8% | -6.8% | -24.5% |
| YTD | -20.1% | +52.4% | -72.5% | -32.2% |
| 1Y | -11.8% | +49.8% | -61.5% | -25.2% |
| 3Y | -10.1% | +42.1% | -52.3% | -27.0% |
| All | -10.1% | +39.6% | -49.7% | -27.0% |
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