+30.9%
BMY vs ENTG
-0.3%
+31.1%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -3.8% | +5.6% | +1.8% |
| 7D | +2.1% | +15.2% | -13.1% | +1.9% |
| 30D | +7.0% | -3.6% | +10.6% | +7.0% |
| 3M | -0.9% | -10.0% | +9.1% | -0.8% |
| 6M | +14.9% | +1.8% | +13.1% | +14.1% |
| YTD | +22.8% | +75.5% | -52.7% | +19.0% |
| 1Y | +36.2% | +82.4% | -46.2% | +31.7% |
| 3Y | +45.7% | +58.5% | -12.8% | +39.2% |
| All | +30.9% | -0.3% | +31.1% | +22.2% |
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