-10.6%
BITO vs ENTG
+11.6%
-22.2%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.2% | -2.2% | -0.6% |
| 7D | -3.4% | +1.2% | -4.6% | -3.8% |
| 30D | +21.4% | -12.9% | +34.3% | +25.9% |
| 3M | +20.5% | -3.1% | +23.6% | +17.2% |
| 6M | +7.4% | +21.0% | -13.6% | -4.8% |
| YTD | -13.9% | +67.0% | -80.9% | -32.3% |
| 1Y | -35.1% | +68.6% | -103.7% | -49.5% |
| 3Y | +156.8% | +48.6% | +108.2% | +95.1% |
| All | -10.6% | +11.6% | -22.2% | -14.2% |
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