+25.2%
BMY vs ENTG
+20.3%
+4.9%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.4% | -1.8% | -0.5% |
| 7D | -4.8% | +8.9% | -13.7% | -5.0% |
| 30D | -0.7% | -0.8% | +0.2% | -0.7% |
| 3M | +15.3% | +6.6% | +8.8% | +14.4% |
| 6M | +8.5% | +22.1% | -13.5% | +6.8% |
| YTD | +23.4% | +70.2% | -46.7% | +19.8% |
| 1Y | +42.9% | +76.7% | -33.8% | +38.1% |
| 3Y | +22.0% | +50.5% | -28.5% | +16.7% |
| All | +25.2% | +20.3% | +4.9% | +16.2% |
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