+91.7%
BKNG vs ENTG
+14.4%
+77.3%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.9% | +4.5% | +1.4% |
| 7D | -10.7% | +5.1% | -15.8% | -11.8% |
| 30D | -18.1% | -8.5% | -9.6% | -16.9% |
| 3M | +8.5% | +6.7% | +1.8% | +2.9% |
| 6M | -0.1% | +17.7% | -17.8% | -8.9% |
| YTD | -18.2% | +63.5% | -81.7% | -32.8% |
| 1Y | -19.9% | +73.6% | -93.4% | -36.3% |
| 3Y | +41.6% | +44.6% | -2.9% | +12.2% |
| All | +91.7% | +14.4% | +77.3% | +62.7% |
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 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