+96.7%
BAC vs ENTG
+52.9%
+43.8%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.1% | +1.3% | +0.4% |
| 7D | +2.1% | -9.3% | +11.3% | +3.3% |
| 30D | -6.7% | -16.4% | +9.7% | -4.7% |
| 3M | -20.2% | -3.8% | -16.4% | -20.6% |
| 6M | -0.2% | -6.9% | +6.7% | -2.2% |
| YTD | -6.4% | +65.0% | -71.4% | -19.7% |
| 1Y | -3.1% | +61.7% | -64.8% | -16.8% |
| 3Y | +96.7% | +46.6% | +50.1% | +47.7% |
| All | +96.7% | +52.9% | +43.8% | +47.7% |
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 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