+136.9%
BP vs ENTG
+19.9%
+116.9%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.7% | +0.7% | +2.3% |
| 7D | +0.9% | +8.9% | -8.0% | +0.2% |
| 30D | +9.1% | -7.2% | +16.4% | +9.6% |
| 3M | +3.9% | +6.4% | -2.5% | +1.8% |
| 6M | +13.6% | +25.7% | -12.0% | +7.9% |
| YTD | +34.0% | +67.9% | -33.8% | +21.3% |
| 1Y | +39.2% | +72.4% | -33.2% | +24.5% |
| 3Y | +36.4% | +48.4% | -12.0% | +20.3% |
| All | +136.9% | +19.9% | +116.9% | +114.0% |
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