+475.0%
BNY vs ENTG
+1,221.6%
-746.6%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.9% | +4.0% | +1.0% |
| 7D | -1.1% | +5.1% | -6.2% | -2.4% |
| 30D | +1.4% | -8.5% | +9.9% | +3.2% |
| 3M | +16.8% | +6.7% | +10.1% | +11.5% |
| 6M | +42.0% | +17.7% | +24.3% | +30.5% |
| YTD | +41.9% | +63.5% | -21.6% | +18.9% |
| 1Y | +59.2% | +73.6% | -14.4% | +29.6% |
| 3Y | +290.9% | +44.6% | +246.4% | +215.5% |
| 5Y | +259.0% | +16.1% | +242.9% | +190.0% |
| 10Y | +413.0% | +775.8% | -362.8% | +130.8% |
| All | +475.0% | +1,221.6% | -746.6% | +57.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling