+74.8%
ENTG vs BBWI
-34.3%
+109.1%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +2.8% | +3.3% | +5.6% |
| 7D | +2.8% | +1.5% | +1.3% | +2.6% |
| 30D | -4.7% | -5.2% | +0.5% | -3.7% |
| 3M | -0.7% | +11.1% | -11.8% | -3.7% |
| 6M | +7.7% | -13.4% | +21.1% | +10.6% |
| YTD | +65.1% | +0.1% | +65.0% | +62.2% |
| 1Y | +74.8% | -36.1% | +110.9% | +91.7% |
| All | +74.8% | -34.3% | +109.1% | +91.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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