+120.2%
BKR vs ENTG
+797.5%
-677.3%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.2% | -2.7% | -1.1% |
| 7D | -7.0% | +1.2% | -8.2% | -7.2% |
| 30D | -8.1% | -12.9% | +4.7% | -5.1% |
| 3M | -6.6% | -3.1% | -3.6% | -8.7% |
| 6M | +0.9% | +21.0% | -20.1% | -8.5% |
| YTD | +31.1% | +67.0% | -35.9% | +7.5% |
| 1Y | +27.7% | +68.6% | -40.9% | +3.1% |
| 3Y | +71.2% | +48.6% | +22.6% | +34.5% |
| 5Y | +177.6% | +18.6% | +159.0% | +113.8% |
| All | +120.2% | +797.5% | -677.3% | -8.7% |
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