+0.4%
BX vs ENTG
-0.3%
+0.7%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -3.8% | +5.2% | +2.7% |
| 7D | +0.6% | +15.2% | -14.6% | -4.5% |
| 30D | +14.2% | -3.6% | +17.9% | +13.3% |
| 3M | -18.7% | -10.0% | -8.8% | -18.2% |
| 6M | +2.5% | +1.8% | +0.7% | -6.4% |
| YTD | -18.8% | +75.5% | -94.3% | -43.4% |
| 1Y | -10.3% | +82.4% | -92.7% | -38.9% |
| 3Y | +35.4% | +58.5% | -23.1% | -11.2% |
| All | +0.4% | -0.3% | +0.7% | -16.7% |
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