+289.9%
BNY vs ENTG
+45.4%
+244.4%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.2% | -2.1% | -0.2% |
| 7D | -1.3% | +1.2% | -2.5% | -1.5% |
| 30D | -0.2% | -12.9% | +12.7% | +1.5% |
| 3M | +14.9% | -3.1% | +18.0% | +13.5% |
| 6M | +40.0% | +21.0% | +19.0% | +32.1% |
| YTD | +42.0% | +67.0% | -25.0% | +26.1% |
| 1Y | +56.9% | +68.6% | -11.8% | +37.8% |
| 3Y | +289.9% | +48.6% | +241.2% | +226.1% |
| All | +289.9% | +45.4% | +244.4% | +226.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling