+168.6%
BP vs ENTG
+1,234.5%
-1,065.9%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +6.2% | -5.6% | -0.4% |
| 7D | +3.9% | +2.8% | +1.1% | +3.4% |
| 30D | +7.6% | -4.7% | +12.3% | +8.0% |
| 3M | +0.7% | -0.7% | +1.4% | -1.5% |
| 6M | +15.5% | +7.7% | +7.8% | +10.1% |
| YTD | +30.8% | +65.1% | -34.2% | +15.4% |
| 1Y | +34.3% | +74.8% | -40.5% | +16.3% |
| 3Y | +35.1% | +36.9% | -1.9% | +17.6% |
| 5Y | +126.8% | +16.1% | +110.7% | +94.8% |
| 10Y | +123.4% | +740.3% | -617.0% | +34.3% |
| All | +168.6% | +1,234.5% | -1,065.9% | +14.8% |
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