-26.4%
BA vs ENTG
-0.3%
-26.2%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.8% | +3.8% | +0.9% |
| 7D | -1.1% | +15.2% | -16.3% | -4.6% |
| 30D | -7.1% | -3.6% | -3.5% | -7.5% |
| 3M | -25.5% | -10.0% | -15.6% | -25.0% |
| 6M | -28.7% | +1.8% | -30.5% | -32.5% |
| YTD | -21.0% | +75.5% | -96.5% | -37.4% |
| 1Y | -11.9% | +82.4% | -94.3% | -31.2% |
| 3Y | -16.2% | +58.5% | -74.7% | -37.4% |
| All | -26.4% | -0.3% | -26.2% | -37.8% |
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