+82.4%
ENTG vs BAX
+38.8%
+43.6%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.3% | -4.1% | -3.8% |
| 7D | +15.2% | +0.1% | +15.1% | +15.2% |
| 30D | -3.6% | +4.1% | -7.7% | -4.5% |
| 3M | -10.0% | -4.5% | -5.4% | -8.9% |
| 6M | +1.8% | +49.2% | -47.5% | -12.7% |
| YTD | +75.5% | +35.2% | +40.3% | +51.8% |
| 1Y | +82.4% | +38.3% | +44.1% | +56.0% |
| All | +82.4% | +38.8% | +43.6% | +56.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 1y: compounded portfolio wealth divided by compounded BAX 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…
1y analysis · Full analysis span regression · 6 months rolling