+395.5%
BAC vs ENTG
+774.8%
-379.3%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.7% | -2.2% | -0.9% |
| 7D | +1.2% | +8.9% | -7.8% | -1.1% |
| 30D | -0.7% | -7.2% | +6.5% | +0.7% |
| 3M | +16.9% | +6.4% | +10.5% | +10.8% |
| 6M | +29.6% | +25.7% | +3.9% | +15.4% |
| YTD | +15.3% | +67.9% | -52.6% | -7.1% |
| 1Y | +28.8% | +72.4% | -43.5% | +1.3% |
| 3Y | +136.4% | +48.4% | +88.0% | +81.7% |
| 5Y | +72.9% | +20.1% | +52.9% | +32.1% |
| All | +395.5% | +774.8% | -379.3% | +59.7% |
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 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