+18.4%
BX vs ENTG
+16.8%
+1.6%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.2% | +0.3% | +1.7% |
| 7D | -5.6% | +1.2% | -6.8% | -6.0% |
| 30D | -12.2% | -12.9% | +0.6% | -8.1% |
| 3M | +7.4% | -3.1% | +10.5% | +3.5% |
| 6M | +22.2% | +21.0% | +1.2% | +4.1% |
| YTD | -14.0% | +67.0% | -81.0% | -37.4% |
| 1Y | -27.3% | +68.6% | -95.9% | -48.5% |
| 3Y | +24.5% | +48.6% | -24.1% | -14.4% |
| All | +18.4% | +16.8% | +1.6% | -10.5% |
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