+68.6%
ENTG vs BAX
-0.4%
+69.0%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.6% | +3.7% | +2.6% |
| 7D | +1.2% | -7.9% | +9.0% | +3.5% |
| 30D | -12.9% | -11.7% | -1.2% | -9.8% |
| 3M | -3.1% | +16.2% | -19.3% | -9.2% |
| 6M | +21.0% | +32.0% | -11.0% | +6.4% |
| YTD | +67.0% | +24.7% | +42.3% | +48.5% |
| 1Y | +68.6% | -2.6% | +71.3% | +67.8% |
| All | +68.6% | -0.4% | +69.0% | +67.8% |
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